Form for 2011 estimate

[Marie]

I know there is a worksheet in the program to estimate the taxes for 2011, but I can't remember what it is called. Help?

[Lynn EA USTCP in Louisiana]

In the ATX program that's called "Planner".

Lynn

[Marie]

thanks, I've used before, but today I was a blank.

[JohnH]

I usually just duplicate the prior year's return for the client, rename it "estimate", and change the relevant entries. (For this year, it's also necessary to override the MWP credit, for example)

I like doing it this way because I'm reminded to look at & analyze year-over-year differences/changes when working up the current year estimates.