How do I clear tax information after I import last year return

[steventhein]

I imported last year tax return. After that it display a small amount I own before I even start entering 2024 related data. I checked the forms and some forms have data from last year return. Most of them are related to HSA.

How can I clean up the forms before I start this year tax return. 

[TomK2023]

You can erase your return and start over as long as you haven't:

• submitted payment, 
• deducted the TurboTax fee from your refund, 
• or registered your product. 

TurboTax Online:

1. Open your return if you haven't already.
2. Select Tax Tools from the left menu, then Clear & Start Over.
3. Select Yes to confirm.

TurboTax FAQ: How do  I clear and start over?

[steventhein]

I am using my personal copy of Deluxe version.

It doesn't have Left menu.

Is there a way to clear data on a Desk top version of Turbo tax?

[BillM223]

No, there is not a way to clear and start over on the CD/download TurboTax product, because you can just create a new return.

When you open TurboTax on the desktop, you would simply go to File in the upper left and click, then select Start New Return.

Now, this is from a very old post, but I think the process is the same. Since you can have an infinite number** of returns in the desktop product, just make a new one and reimport the 2023 return, and delete the return you don't want in Windows or Mac OS.

**But you can e-file only 5.

[steventhein]

Yes, I make a new one and then reimport 2023 return. In here it have some HSA data from 2023 and it is showing me I own some amount. Is it possible to clear these data or it's normal and I can proceed with 2024 return?

[BrittanyS]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)