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- Access your TurboTax account.
- On the left menu, click "Tax Tools".
- Click on "Tools" to open up your options.
- Find and select "Clear & Start Over" from the list to begin the reset process.
- Click "I want to clear my tax data" to move forward with clearing everything.
- Confirm by clicking "Yes, clear my tax data" this wipes your data clean and lets you start fresh.
How to Restart Tax Return in TurboTax
📌 Why this matters
Starting over completely prevents you from inheriting filing status decisions, deduction choices, or income categorizations that might not optimize your current situation. Maybe your circumstances changed mid-preparation, or you initially chose the wrong filing approach. Rather than hunting through dozens of screens trying to undo interconnected tax decisions, a full reset ensures you're working with a clean slate. This becomes especially valuable when switching between itemizing and standard deductions, or when your marital status affects multiple areas of your return simultaneously.
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