Changing Basic Information (Name, SSN, Birthdate)

If you need to change your name, Social Security number (SSN), date of birth, or other basic information:

  1. From within your TaxAct return (Online or Desktop), click Basic Info. On smaller devices, click the menu icon in the upper left-hand corner, then click Basic Info.
  2. Click Personal Info.
  3. Make any additional changes needed as you proceed through the interview process.