Tax season can be stressful, and mistakes happen. Whether you realize you’ve made an error, forgot to include vital information, or simply want to revisit your return for a better outcome, H&R Block offers options for starting over. This guide provides a detailed walkthrough of how to amend or restart your tax return using H&R Block’s online and software platforms.
Understanding Your Options: Amending vs. Starting Over
Before diving into the “how-to,” it’s crucial to understand the difference between amending your tax return and starting over completely. The best option depends on your specific situation.
Amending Your Tax Return: This is the right choice if you’ve already filed your return with the IRS and subsequently discovered errors or omissions. An amended return (Form 1040-X) allows you to correct these issues and potentially receive a larger refund or reduce your tax liability.
Starting Over: This is generally applicable before you file your return. If you’re still working on your return and realize you’ve made significant errors early on, or you’re unhappy with the direction the return is taking, starting over allows you to clear the slate and begin anew.
Think of it this way: amending fixes a filed return, while starting over is akin to deleting a draft and creating a fresh one.
Starting Over Before Filing on H&R Block Online
H&R Block’s online platform is a popular choice for many taxpayers. The process for starting over before filing is generally straightforward.
Identifying the Need to Restart
First, acknowledge why you want to start over. Are you overwhelmed by the amount of data you’ve entered? Have you made a series of errors you don’t want to correct individually? Is there a significant life event (marriage, divorce, new child) you need to account for properly? Pinpointing the root cause will help you approach the restart strategically.
Locating the Start Over Function
The specific wording and location of the “Start Over” button can vary slightly depending on the year and version of H&R Block Online you are using. However, look for options like “Clear My Return,” “Start Over,” or “Reset.” This might be found in the account menu, navigation bar, or settings section. Some versions might require you to contact customer support to fully reset your return.
The Importance of Confirmation
Before clicking the “Start Over” button, understand that all your entered data will be permanently deleted. H&R Block will typically prompt you with a confirmation screen asking if you’re sure you want to proceed. Read this confirmation carefully. It’s a safeguard against accidental data loss.
Beginning Anew
Once you’ve confirmed the start over, you’ll be taken back to the beginning of the tax preparation process. You can then re-enter your information, taking extra care to avoid previous mistakes. Remember to gather all relevant tax documents before you begin to ensure a smooth process.
Starting Over Before Filing on H&R Block Software
If you’re using H&R Block’s desktop software, the process for starting over is a bit different.
Closing and Re-opening Your Return
Often, the simplest way to start over in the software is to close your tax return file without saving it. This effectively discards all the changes you’ve made since you last saved.
Creating a New Tax Return File
If you’ve saved the return and want to start fresh, you’ll need to create a new tax return file. You can usually do this by going to the “File” menu and selecting “New Tax Return.” This will open a blank return where you can begin entering your information from scratch.
Deleting the Old Return File
For organizational purposes, and to prevent confusion, it’s advisable to delete the old, incorrect tax return file. However, exercise caution when deleting files. Ensure you’ve selected the correct file and that you no longer need any information from it.
Reviewing and Saving Frequently
When restarting, make it a habit to save your progress frequently. This prevents data loss if the program crashes or if you need to stop working on your return and resume later.
Amending Your Tax Return with H&R Block After Filing
Amending a filed return requires a different approach than starting over. You’ll need to use Form 1040-X, Amended U.S. Individual Income Tax Return. H&R Block simplifies this process.
Accessing the Amended Return Feature
H&R Block typically has a dedicated section for amending returns. This might be labeled “Amend a Return,” “Correct a Return,” or similar. Locate this feature within the software or online platform. Note that you can only amend a return electronically if you e-filed your original return with H&R Block.
Inputting Your Original Return Information
The first step in amending is usually to import or re-enter the information from your original tax return. This serves as a baseline for comparison and helps H&R Block identify the specific changes you’re making.
Identifying and Correcting Errors
Carefully review each section of your original return. Identify the lines or areas that need correction. Make the necessary adjustments, providing clear and concise explanations for each change. The IRS requires a written explanation of why you are amending the return. Be sure to provide this explanation in the designated section of Form 1040-X.
Supporting Documentation
Whenever possible, include supporting documentation to justify the changes you’re making. This might include corrected W-2 forms, 1099 forms, or other relevant records. Attaching documentation strengthens your case and can expedite the processing of your amended return.
Filing the Amended Return
Currently, amended returns cannot be e-filed. You must print, sign, and mail Form 1040-X to the IRS address designated for amended returns based on your location. The IRS provides these addresses on their website.
Tracking Your Amended Return
After mailing your amended return, you can track its status online using the IRS’s “Where’s My Amended Return?” tool. Be aware that processing amended returns can take several weeks or even months.
Common Mistakes to Avoid When Starting Over or Amending
Regardless of whether you’re starting over or amending, there are several common mistakes to avoid:
- Rushing the Process: Tax preparation requires careful attention to detail. Rushing through it increases the likelihood of errors.
- Using Inaccurate Information: Ensure you’re using the most up-to-date and accurate information from your tax documents.
- Forgetting Deductions and Credits: Take the time to identify all deductions and credits you’re eligible for.
- Ignoring Instructions: Carefully read and follow the instructions provided by H&R Block and the IRS.
- Failing to Review: Before filing, thoroughly review your return for errors and omissions. This is especially critical when amending.
- Not Keeping Records: Retain copies of your tax return, supporting documents, and any correspondence with the IRS.
Tips for a Smoother Tax Preparation Experience
- Gather All Necessary Documents: Before you even open H&R Block, collect all your W-2s, 1099s, and other relevant tax documents.
- Use a Tax Checklist: A checklist can help you ensure you’re not missing any important information or deductions.
- Consider Professional Help: If you’re feeling overwhelmed or unsure about any aspect of your tax preparation, consider seeking professional help from a qualified tax advisor.
- Understand Tax Law Changes: Tax laws can change from year to year. Stay informed about any changes that may affect your return.
- Be Organized: Keep your tax documents organized in a single location for easy access.
- Utilize H&R Block’s Resources: H&R Block offers a wealth of resources, including articles, FAQs, and customer support, to help you navigate the tax preparation process.
Leveraging H&R Block’s Support Resources
H&R Block provides numerous support channels to assist users with their tax preparation.
Online Help Center
The online help center is a great resource for finding answers to common questions and troubleshooting issues. It contains articles, FAQs, and tutorials on a wide range of tax topics.
Customer Support
H&R Block offers customer support via phone, email, and chat. Their representatives can assist you with technical issues, tax questions, and other concerns.
Community Forums
The H&R Block community forums are a place where users can connect with each other, share tips, and ask questions. It’s a valuable resource for getting help from fellow taxpayers.
In-Person Assistance
If you prefer in-person assistance, you can visit one of H&R Block’s retail locations. Their tax professionals can help you prepare and file your return.
Final Thoughts
Starting over or amending a tax return can seem daunting, but H&R Block provides the tools and resources to make the process manageable. By understanding the difference between amending and starting over, avoiding common mistakes, and leveraging H&R Block’s support resources, you can ensure a more accurate and less stressful tax preparation experience. Remember that if you have complex tax situations or are unsure about any aspect of your return, consulting with a qualified tax professional is always a wise decision.
Can I really start over my taxes on H&R Block software or website if I’ve made a mistake?
Yes, you can generally start over your tax return within H&R Block’s software or online platform. This functionality is designed to allow users to correct errors or make significant changes without having to manually undo each step. Look for options like “Clear and Start Over,” “Reset Return,” or similar commands within the interface. These options typically erase all entered information, allowing you to begin the filing process anew, ensuring accuracy and confidence in your final tax submission.
The specific steps to initiate a restart may vary slightly depending on the version of H&R Block software or website you are using. Refer to the H&R Block help documentation or customer support for detailed instructions tailored to your specific platform. Remember to back up any information you want to retain before initiating the reset, as all previously entered data will be permanently deleted from the current return.
What happens to my previously entered information when I start over my taxes in H&R Block?
When you initiate the “start over” or “reset” function in H&R Block, all the data you previously entered is effectively wiped clean. This includes personal information, income details, deductions, credits, and any other financial data related to your tax return. The software reverts to its initial state, as if you are beginning a brand-new return from scratch.
This clean slate provides you with the opportunity to re-enter information accurately, correct errors, or explore alternative filing options without the burden of manually deleting or modifying numerous entries. It’s crucial to understand that this process is irreversible, so it’s advisable to save a copy of your partially completed return, if needed, before proceeding with the reset.
Is there a limit to how many times I can start over my taxes on H&R Block?
Typically, H&R Block doesn’t impose a strict limit on the number of times you can start over your tax return within their software or online platform. The purpose of the “start over” feature is to provide flexibility and control to users, allowing them to make necessary corrections or adjustments to their return as many times as needed before filing. You should be able to reset and re-enter your data multiple times without issue.
While there’s no hard limit, excessively restarting your return might indicate a need to review the instructions, tutorials, or help resources provided by H&R Block. Frequent restarts can also increase the risk of overlooking or incorrectly entering information. If you find yourself repeatedly starting over, consider seeking guidance from H&R Block’s customer support or a tax professional to ensure accurate and efficient tax preparation.
When is it too late to start over my taxes on H&R Block?
The point of no return for starting over your taxes on H&R Block is typically when you have officially filed your return with the IRS or state taxing authority. Once your return has been electronically submitted and accepted, or a paper return has been mailed, you can no longer use the “start over” function to make changes. The filed return becomes your official tax document.
If you discover an error after filing, you will need to amend your return using Form 1040-X, Amended U.S. Individual Income Tax Return. H&R Block software and online services usually offer the functionality to prepare and file amended returns as well. It’s best to address errors as soon as possible after filing to minimize potential penalties or interest charges.
Will H&R Block charge me again if I have to start over my taxes?
No, generally you will not be charged again simply because you had to start over your tax return using H&R Block’s software or online service. The payment you make for using H&R Block covers the preparation and filing of a single tax return. Restarting within the software or website before filing is considered part of the preparation process, not a separate service. You are paying for access to the tools and resources.
However, if you need to amend your return after it has been filed, some versions of H&R Block may require an additional fee for preparing and filing the amended return. It’s essential to review the terms of your H&R Block subscription or purchase to understand the costs associated with amending a return. Contact H&R Block’s customer service to clarify any potential fees related to your specific situation.
What if I am using the free version of H&R Block? Can I still start over?
Yes, even if you are using the free version of H&R Block, you typically have the ability to start over your tax return. The “start over” functionality is usually a standard feature offered across different versions of the software, including the free edition. This allows you to correct errors or make changes without having to upgrade to a paid version. It is important to ensure you haven’t filed before attempting to start over.
While the free version offers the “start over” capability, it may have limitations on the types of tax situations it supports. If your tax situation becomes more complex and requires features not available in the free version, you might need to upgrade to a paid tier. However, for basic tax returns, the free version should allow you to start over as needed before filing your taxes.
Where can I find the “Start Over” button or option in H&R Block’s software?
The location of the “Start Over” button or option within H&R Block’s software or online platform can slightly vary depending on the specific version and interface. Generally, you can find it within the main menu, settings, or tools section of the program. Look for options labeled as “Clear Return,” “Reset Return,” “Start Over,” or similar phrases. It is often located near the beginning of the interview or navigation process.
If you’re having trouble locating the “Start Over” option, consult the H&R Block help documentation or search within the software’s help feature using keywords like “start over,” “reset,” or “clear.” You can also visit the H&R Block website or contact their customer support for assistance. Screenshots or video tutorials might be available to guide you through the process of restarting your return.