Changing Basic Information (Name, SSN, Birthdate)
If you need to change your name, Social Security number (SSN), date of birth, or other basic information, follow these steps.
Online
Dashboards
- 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 or Start 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 Navigation
- 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.
Desktop
- From within your TaxAct return, click Basic Info.
- You can jump to the relevant section (Personal Info, Dependents, Filing Status), or use the interview flow to make your updates.