SimpleTax Help

How do I change the optimization results?

Once the optimizer finishes, the Optimization Credits and Deductions table will appear and the optimized amounts will be applied to your and your partner’s returns. Before you submit your returns, you can review and change how we’ve allocated your credits.

If you want to change how something was allocated, modify the amount or click on the checkbox. For splittable credits: the inverse will be automatically applied to your partner’s return (for donations, review this post). For amounts that can be carried forward: the balance will move to the carry forward table.