Tax season can be a daunting time, and even with user-friendly software like H&R Block, mistakes happen. Perhaps you entered information incorrectly, realized you missed a crucial deduction, or simply want to start fresh with a clearer understanding of your tax situation. Fortunately, H&R Block offers options to effectively restart your tax return, allowing you to ensure accuracy and maximize your potential refund. This comprehensive guide will walk you through the different methods to restart your tax return on H&R Block, depending on your specific situation and the platform you’re using.
Understanding Your Options for Restarting Your Tax Return
Before diving into the specific steps, it’s crucial to understand the different ways you can “restart” your tax return with H&R Block. The best approach depends on whether you’ve already filed, how much progress you’ve made, and the specific version of H&R Block software you’re using.
The term “restart” can mean different things to different users. For some, it might mean clearing all entered information and starting from scratch. For others, it might mean editing specific sections or amending a filed return. This guide will cover all these scenarios.
When You Haven’t Filed Yet
If you haven’t yet filed your tax return, you have more flexibility. You can typically clear your progress and begin anew without any major repercussions. This is the simplest scenario and allows you to correct errors before they become a problem.
After Filing Your Tax Return
Once you’ve filed your tax return with the IRS, the process becomes more complicated. You can’t simply “restart” the same return. Instead, you’ll need to amend your return using Form 1040-X. This is a separate form that allows you to correct errors or omissions on your original filing.
The Importance of Accuracy
Regardless of your situation, ensuring the accuracy of your tax return is paramount. Incorrect information can lead to delays in processing, penalties, or even an audit. Taking the time to restart or amend your return to correct errors is always a worthwhile endeavor.
Restarting a Tax Return Before Filing on H&R Block Online
If you’re using H&R Block’s online platform and haven’t yet filed your return, restarting is relatively straightforward. The exact steps may vary slightly depending on the specific version of the software you’re using, but the general principle remains the same.
Clearing Your Return and Starting Fresh
This is the most drastic approach, but it’s effective if you want to completely wipe your current progress and begin anew. Be warned that this will erase all previously entered data.
To clear your return, look for options like “Clear & Start Over,” “Start Over,” or similar wording within the main menu or settings. This option is usually found in the account settings or under the “File” menu if available.
Confirm that you want to clear your return. The software will typically ask you to confirm your decision, as this action is irreversible.
Once confirmed, the system will reset to the beginning, allowing you to start entering your information from scratch.
Editing Specific Sections
Instead of clearing the entire return, you might only need to correct specific sections. H&R Block allows you to navigate to different sections of your return and edit the information you’ve already entered.
Use the navigation menu to access the relevant section (e.g., Income, Deductions, Credits).
Review the information carefully and make the necessary corrections.
Ensure you save your changes after editing each section.
This approach is less drastic than clearing the entire return and is suitable when you only need to correct a few specific areas.
Using the H&R Block Support Resources
H&R Block offers a variety of support resources to help you navigate the software and answer your questions.
Utilize the help center, FAQs, and tutorials available within the platform.
Consider using the chat or phone support options if you need personalized assistance.
These resources can help you understand specific tax concepts or resolve technical issues you might encounter while preparing your return.
Restarting a Tax Return Before Filing on H&R Block Software (Desktop Version)
If you’re using the desktop version of H&R Block software, the process for restarting your return is similar to the online version, but with some slight differences in the interface and menu options.
Deleting Your Existing Tax File
The most direct way to restart is to delete the existing tax file you’ve been working on and create a new one. This effectively wipes all your previous data.
Locate the tax file on your computer. It will typically have a file extension like “.hrb” or a similar format specific to H&R Block.
Delete the file. Ensure you have a backup if you need to refer to the information later.
Open H&R Block software and create a new tax file.
This method provides a clean slate and allows you to start fresh.
Navigating and Editing Sections in the Desktop Software
Similar to the online version, you can navigate to different sections of your return within the desktop software and edit the information you’ve already entered.
Use the program’s navigation tools to access the desired section (e.g., Wages & Income, Deductions, Credits).
Make the necessary corrections and save your changes.
This approach is useful if you only need to adjust specific areas of your return.
Utilizing the Desktop Software’s Help Features
The desktop version of H&R Block software includes a comprehensive help system to assist you with your tax preparation.
Access the help features to find answers to your questions and guidance on specific tax topics.
The software may also offer built-in tutorials or walkthroughs to help you navigate the program’s features.
Amending a Tax Return After Filing with H&R Block
If you’ve already filed your tax return with the IRS and subsequently discover an error or need to make a correction, you’ll need to amend your return using Form 1040-X, Amended U.S. Individual Income Tax Return.
Accessing the Amended Return Feature in H&R Block
H&R Block provides a dedicated feature for creating and filing amended tax returns.
Open your H&R Block software or access your online account.
Look for the “Amend Return” or similar option. This feature is typically located in the main menu or under the “File” section.
The software will guide you through the process of creating Form 1040-X.
Completing Form 1040-X
Form 1040-X requires you to explain the changes you’re making to your original tax return.
Provide a detailed explanation of the reasons for the amendment. Be specific and clear about the errors you’re correcting.
Enter the correct information for each line item you’re amending.
The software will calculate the difference between your original return and the amended return.
Filing Form 1040-X
Important Note: Form 1040-X cannot be filed electronically. You must print and mail it to the IRS.
Review the completed Form 1040-X carefully to ensure accuracy.
Print the form and any supporting documentation.
Mail the form to the IRS address specified in the instructions for Form 1040-X. The address varies depending on the state where you live and the tax year you are amending.
Keep a copy of the amended return and all supporting documentation for your records.
Tracking the Status of Your Amended Return
The IRS allows you to track the status of your amended return online using the “Where’s My Amended Return?” tool on the IRS website.
This tool provides updates on the processing of your amended return.
Processing times for amended returns can be lengthy, so be patient.
Tips for Avoiding the Need to Restart Your Tax Return
Prevention is always better than cure. Here are some tips to help you avoid the need to restart your tax return in the first place.
Gather All Necessary Documents Before Starting
Before you even open H&R Block, gather all the necessary tax documents, such as W-2s, 1099s, and any other relevant forms.
Having all your documents readily available will minimize the chances of missing information or making errors.
Double-Check Your Entries
Take your time and carefully double-check all the information you enter into the software.
Pay close attention to numbers, dates, and Social Security numbers.
Even small errors can cause problems with your tax return.
Take Advantage of H&R Block’s Accuracy Checks
H&R Block offers built-in accuracy checks to help you identify potential errors or omissions.
Pay attention to these alerts and correct any issues before filing your return.
Consider Expert Assistance
If you’re unsure about any aspect of your tax preparation, consider seeking assistance from a qualified tax professional.
H&R Block offers various levels of support, including access to tax experts who can review your return and answer your questions.
The Importance of Backing Up Your Tax Data
Regardless of whether you’re restarting your return or simply preparing it, it’s always a good idea to back up your tax data. This will protect you in case of computer problems, software glitches, or accidental data loss.
Creating a Backup Copy
Create a backup copy of your tax file on a separate storage device, such as a USB drive or an external hard drive.
You can also use cloud storage services to back up your data.
Regular Backups
Make regular backups of your tax data throughout the preparation process.
This will ensure that you have a recent copy in case you need to restore your data.
Storing Backups Securely
Store your backups in a safe and secure location.
Protect your backups from unauthorized access to prevent identity theft or other security breaches.
Restarting your tax return on H&R Block, whether before or after filing, requires a clear understanding of your options and the steps involved. By carefully following the instructions outlined in this guide, you can ensure the accuracy of your tax return and minimize the risk of errors or penalties. Remember to take your time, double-check your work, and utilize the resources available to you through H&R Block.
What circumstances might require me to restart my tax return on H&R Block?
You might need to restart your tax return if you realize you’ve made a significant error early in the process that would be difficult to correct otherwise. Common examples include selecting the wrong filing status (single instead of married filing jointly), inputting incorrect personal information such as your Social Security number, or inadvertently choosing the wrong tax year. Additionally, if you encounter major changes to your tax situation mid-preparation, like receiving a new W-2 or discovering a previously unreported deduction, restarting can be the most efficient way to ensure accuracy.
Restating your return is also often preferable if you are initially unsure about which tax breaks or deductions apply to you. You might have started a return assuming you would take the standard deduction, but later realize you itemize. Or perhaps you began by excluding certain income sources you later found out were taxable. Restarting enables you to begin with a clean slate, implementing these new elements without potentially cascading errors from previous inputs.
How do I actually restart my tax return in the H&R Block software?
The specific steps to restart your tax return within H&R Block depend on whether you’re using the online software or the desktop version. In the online version, look for an option like “Clear Return” or “Start Over,” often found in the settings or account menu within the dashboard. For the desktop version, you might find a similar command within the “File” menu, or a button dedicated to starting a new return.
Before initiating the restart, you’ll likely receive a prompt to confirm your decision, as this will erase all previously entered information. Make sure you have backed up any critical data you want to retain or have a record of any information you’ve already gathered, like W-2s or 1099s. Once you confirm, the software will reset, allowing you to begin the tax return process from the very beginning.
Will restarting my return affect my H&R Block account or fees?
Restarting your tax return does not generally affect your H&R Block account itself. Your account information, purchase history, and profile details remain intact. It’s simply the data within that specific tax return file that is being reset. You’ll still be able to access other previously filed returns or begin new ones unrelated to the restarted one.
However, if you’ve already paid for the H&R Block software or a specific filing package, restarting could potentially have implications depending on the terms of service. If you are concerned, check the specific terms and conditions of your purchase, or contact H&R Block customer support to confirm whether restarting will affect your access or payment structure. In most cases, simply restarting the return within the paid software does not require an additional purchase.
What information should I have ready before restarting my tax return?
Before you restart, gather all the necessary documents and information to ensure a smoother and more accurate tax filing experience the second time around. This includes all W-2 forms from your employers, 1099 forms for any freelance income or other earnings, records of deductible expenses such as medical bills or charitable contributions, and information related to any investments or assets.
Furthermore, have handy your Social Security number, as well as the Social Security numbers for any dependents you plan to claim. Double-check your bank account details, including routing and account numbers, if you plan to receive your refund via direct deposit. It is also useful to review your previous year’s tax return, as it may contain reminders of credits or deductions you might be eligible for again.
Is there a way to avoid restarting my return if I make a mistake?
In many cases, it’s possible to correct errors within the H&R Block software without resorting to a complete restart. The software typically allows you to navigate back through previous sections and edit your entries directly. For instance, if you accidentally entered an incorrect amount for a deduction, you can simply go back to that specific section and correct it.
The key to avoiding restarts lies in vigilance and careful review throughout the tax filing process. Take the time to double-check each entry before proceeding to the next section. Utilize the software’s built-in error-checking features to identify potential issues. If you discover a mistake early enough, it’s often much easier to fix it within the existing return rather than starting from scratch.
How long does it typically take to restart a tax return on H&R Block?
The actual restart process itself is usually very quick, taking only a few seconds to clear your existing tax return data within the H&R Block software. However, the amount of time it takes to complete the entire process depends on the complexity of your tax situation and the accuracy of your records. Re-entering your information could take a significant amount of time.
The time investment depends on how much information you need to re-enter. If you’re only correcting a small error, re-entering data might be minimal. If you are beginning to itemize after initially opting for the standard deduction or adding additional income sources, it could take significantly longer to complete.
What happens if I’ve already submitted my tax return and need to make changes?
If you’ve already filed your tax return and subsequently discover an error, you cannot simply restart the return within the H&R Block software. Once a return has been submitted to the IRS, you must amend it using Form 1040-X, Amended U.S. Individual Income Tax Return. H&R Block offers features within its software to help you create and file an amended return.
You’ll generally need to wait until your original return has been processed before filing the amended return. Be sure to have all the relevant information pertaining to the changes you need to make readily available. The amended return will then correct any discrepancies or inaccuracies in the original filing, ensuring you comply with tax regulations.