I Netfiled my 2023 return. How can I now duplicate my TurboTax 2023 information to try different scenarios in a new 2023 file, to help with my 2024 RRSP tax planning?

[the23boss-]

Basically wanting to avoid starting from scratch to be able to just play with the 2023 scenarios for future reference.

[TurboTaxSusan]

Are you using TurboTax CD/Download or TurboTax Online?

[the23boss-]

I used the online version 

[TurboTaxSusan]

You can click "Copy" under a return to make a duplicate. 

[the23boss-]

I remember previous years seeing and using the "Copy" option.

However, This year I can see

. "View" for my current 2023 file (or "Rename");

. "Access" for PDFs of previous years;

. "Start a 2023 return" starting a fresh return importing 2022 data (or "Create a different return" for other year's data).

Unfortunately I cannot find the "Copy" option. Any other tips?

[TurboTaxBrenda]

You will find the "Copy" below the returns you have completed- see below.

Thank you for choosing TurboTax.

[the23boss-]

This is helpful TurboTaxBrenda ... but seems to maybe be a gap in the Canadian TurboTax "Self-employed" online version. 

Would TurboTax have a work around for this version?

[TurboTaxGinette]

Unfortunately, once the return is filed with the Canada Revenue Agency (CRA), a copy of the return cannot be done, only before filing.

Thank you for choosing TurboTax.

[the23boss-]

Grrrrr. Good to know. 

Thank you for replying TurboTaxGinette

[TurboTaxGinette]

You're welcome.

Thank you for choosing TurboTax.