How to Start Over on TurboTax: A Comprehensive Guide
Introduction
Greetings, readers! Starting over on TurboTax can be a daunting task, but it doesn’t have to be. In this article, we’ll take you step-by-step through the process of clearing your existing TurboTax data and creating a new return from scratch. We’ll cover everything from accessing the "Start Over" feature to troubleshooting any issues that may arise. So grab a cup of coffee, sit back, and let’s dive in!
Section 1: Recognizing the Need for a Fresh Start
When to Start Over on TurboTax
There are several reasons why you might need to start over on TurboTax. Maybe you made a mistake in your original return, or perhaps you’ve received new information that requires you to make significant changes. Whatever the reason, starting over is always an option on TurboTax.
Benefits of Starting Over
Starting over can provide a number of benefits, including:
- Accuracy: A fresh start ensures that your return is accurate and up-to-date.
- Peace of Mind: Knowing that your return is error-free can give you peace of mind during tax season.
- Updated Information: Starting over allows you to incorporate any new information you’ve received, such as tax deductions or credits that you may have missed in your original return.
Section 2: Accessing the "Start Over" Feature
Step-by-Step Instructions
To start over on TurboTax, follow these steps:
- Open TurboTax and sign in to your account.
- Click on the "File" menu in the top left corner of the screen.
- Hover over "Start Over" and then click on the appropriate option:
- "Start Over This Return" to clear all data from your current return.
- "Start Over All Returns" to clear all data from all of your TurboTax returns.
Tips for a Smooth Start Over
- Don’t worry about losing data: TurboTax automatically saves your data in the cloud, so you won’t lose any information by starting over.
- Make sure to save your new return: Once you’ve started over, be sure to save your new return by clicking on the "File" menu and then selecting "Save."
Section 3: Troubleshooting Start Over Issues
Common Errors
You may encounter some errors when you try to start over on TurboTax. Here are a few common errors and how to resolve them:
- Error Message 1: "This return cannot be restarted." This error occurs when you’re trying to start over a return that has already been filed. To resolve this error, you’ll need to contact TurboTax support.
- Error Message 2: "Your return contains incomplete data." This error occurs when you’re trying to start over a return that contains incomplete data. To resolve this error, you’ll need to complete the missing data before you can start over.
Tips for Troubleshooting
- Check for Updates: Before you start over, check for any updates to TurboTax. Updates can sometimes fix bugs that may be causing errors.
- Contact Support: If you’re unable to resolve an error on your own, don’t hesitate to contact TurboTax support for assistance.
Section 4: Table: How to Start Over on TurboTax
| Step | Action | Description |
|---|---|---|
| 1 | Access the "File" menu | Click on the "File" menu in the top left corner of the screen. |
| 2 | Hover over "Start Over" | Move your mouse over the "Start Over" option. |
| 3 | Select "Start Over This Return" or "Start Over All Returns" | Depending on whether you want to clear data for the current return or all returns. |
| 4 | Confirm your decision | Click "Yes" or "OK" when prompted to confirm your decision. |
| 5 | Save your new return | Once you’ve started over, be sure to save your new return. |
Section 5: Conclusion
Starting over on TurboTax is a simple process that can help you ensure the accuracy and completeness of your tax return. By following the steps outlined in this article, you can easily clear your existing data and create a new return from scratch. Should you encounter any difficulties, don’t hesitate to refer to the provided troubleshooting tips or reach out to TurboTax support for assistance.
Don’t forget to check out our other articles for more tax-related tips and advice. We’re here to help you navigate the complexities of tax season and file your return with confidence.
FAQ about How to Start Over on TurboTax
1. How can I start over with my TurboTax return?
Answer: Click "File" > "New Return" to start a new return and overwrite your current one.
2. What happens when I start over?
Answer: All your entered information, including deductions and credits, will be deleted.
3. Will starting over affect my refund?
Answer: If you started a new return, your refund may change based on the new information you enter.
4. Can I start over after I’ve filed my return?
Answer: No, once you file your return, you can’t start over using TurboTax. However, you can amend your return if necessary.
5. Why is the "Start Over" option grayed out?
Answer: You may not be able to start over if you’ve already e-filed or mailed your return.
6. How do I start over if I’m using the TurboTax app?
Answer: Tap the menu icon > "Settings" > "Tax Situation" > "Start Over".
7. Can I start over using a different TurboTax program or edition?
Answer: No, you can only start over within the same TurboTax program and edition.
8. What if I want to keep some of my previous information?
Answer: You can export your previous return as a PDF and manually enter the information you want to keep into your new return.
9. Is it better to start over or amend my return?
Answer: Starting over is recommended if you’ve made significant changes to your tax situation. Amending is only necessary for small or specific changes.
10. How can I get help with starting over?
Answer: You can contact TurboTax Support by phone, chat, or email.
