How to fix information showing in the wrong tax year

When you complete a return, please ensure you use the correct tax year. Our program shows the current year at the top of the screen, and all other years are listed as "Prior Year Returns'.  

Information in the wrong year

If information, such as income or tax payments, has been entered into the wrong tax year in the program, it must be re-entered in the correct year. It cannot be transferred automatically. 

How to clear the return and start over

If you entered information on the current year’s return but have not yet paid or filed, the software provides an option to clear and restart your return. To correct the year and begin again, follow these steps:

1. Select “Settings” from the top-right profile picture
2. Select Payment History. 
3. Scroll down to the section labeled “Return Options”
4. Choose a reason from the dropdown menu.
5. Click “Clear Return”
6. This action will permanently delete the current return information and automatically log you out.
7. Log back in to your account to start a new return.

Choosing the correct year

When using the program, the current tax year is always the default year.

To complete a prior year tax return, please log in to your account and use the three dots to select “Start New Return", for the tax year you wish to create.

E-filing prior year return

We do not support the e-filing of prior-year returns. You will need to print the return and mail it to the right taxing authority. Sign and date the return and include copies of any original income documents, such as W-2's.

To view or print your prior year return that was not electronically filed and accepted, log into the account that you used to prepare your prior year return, scroll down, and use the three dots to select View under the tax year needed. Then, proceed to the "Summary/Print" section (left-side navigation menu) and select "Print"  to generate your PDF.

If you already filed a return using the information for an incorrect year, you should:

1. If the return was accepted with the incorrect information, complete and file an amended return
2. If the return has not been E-filed or was rejected, correct the return information and resubmit