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Changing Basic Information (Name, SSN, Birthdate)
1
If you need to change your name, Social Security number (SSN), date of birth, or other basic information, follow these steps. 

Online
Dashboards
  1. 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. 
  2. Review the information listed for You, your Spouse, and your Dependents. 
  3. Click Edit, Start, or Fix to update or enter details. 
  4. 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
  1. 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. 
  2. Review the information listed and click Edit to update information. 
  3. 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
  1. From within your TaxAct return, click Basic Info.
  2. You can jump to the relevant section (Personal Info, Dependents, Filing Status), or use the interview flow to make your updates.