2025 Desktop Deluxe Win11. How do I start fresh on return

2 replies
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I made a mistake entering RMD info and I cannot find the data to delete.

It would be easy to delete the return and start over ut I don't see a way.

Other

VolvoGirlAnswer

Level 15

If you want to start everything completely over just go up to File-New Tax Return. You can ignore the first wrong return or delete it.

Many ways to Delete a return.......

You can delete a tax return from within the TurboTax Windows Desktop Program on the very first screen after starting the program or go to File-Open. Click on the large square icon representing the file you wish to delete (avoid clicking the blue "Continue" button). Then just hit your delete key and answer the prompt.

OR Start the program and on the first page click the blue "Find a Tax File" link at the bottom right of the box. Then in the list that pops up you can right click on the file and choose delete.

Or you can delete it from Windows. You can delete the wrong return like any other file on your computer. The tax files end in .tax2025 and should be in your Documents folder and then in a Turbo Tax subfolder. Or search your computer for all .tax or .tax2025 files.

You should also have the Tilde ~ files. Those are temporary files that you normally don't see and normally are deleted. But now Turbo Tax is leaving them in the folder in case something happens like if your file gets corrupted or lost or your computer crashes. Then you can go back.

Mike9241

Level 15

All desktop versions have Forms mode. When you open your return at the top, you should see the word "View." click on it "step-by-step' will be checked. you can select "forms". The forms in your return should appear on the left side so you can click on the 1099-R. click on "delete" at the bottom of the 1099-R window. click on "view" again to go back to "step mode"

The desktop version does not have a simple method to delete the return. You would have to go to the TurboTax folder in the documents section. Select the return "xxxxxxxxxxxxx.tax2025" with your mouse and right click to select delete

You also have the option once in forms mode to correct the 1099-R without deleting it.

Mike9241

VolvoGirlAnswer

Level 15

If you want to start everything completely over just go up to File-New Tax Return. You can ignore the first wrong return or delete it.

Many ways to Delete a return.......

You can delete a tax return from within the TurboTax Windows Desktop Program on the very first screen after starting the program or go to File-Open. Click on the large square icon representing the file you wish to delete (avoid clicking the blue "Continue" button). Then just hit your delete key and answer the prompt.

OR Start the program and on the first page click the blue "Find a Tax File" link at the bottom right of the box. Then in the list that pops up you can right click on the file and choose delete.

Or you can delete it from Windows. You can delete the wrong return like any other file on your computer. The tax files end in .tax2025 and should be in your Documents folder and then in a Turbo Tax subfolder. Or search your computer for all .tax or .tax2025 files.

You should also have the Tilde ~ files. Those are temporary files that you normally don't see and normally are deleted. But now Turbo Tax is leaving them in the folder in case something happens like if your file gets corrupted or lost or your computer crashes. Then you can go back.