Individuals – Entering or Changing Basic Information in Program (Name, SSN, Birthdate)

To enter or modify your name, Social Security Number (SSN), or date of birth in the TaxAct return, follow the steps below:

Dashboard

From within your TaxAct return, click About.
- On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Review the information listed for You, your Spouse, and your Dependents.
Click Edit, Start, or Fix to update or enter details.
Complete the rest of the interview process.

The option Clear and Start Fresh is available on the Resources Dashboard (click Resources on the left menu).

Classic

From within your TaxAct return, click Basic Info.
- On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Review the information listed and click Edit to update information.
Complete the rest of the interview process.

You can also click Clear and Start Fresh, if needed. Note that this clears all entries that you have made thus far.