My return is almost ready to file, but I would like to go back and start over. How do I do this?

[mpg757]

I have two forms I have a W-2. I also have a SSA 1099 it never gave me the opportunity to include my S AAA 1099.

[xmasbaby0]

If you have not registered, paid or e-filed you can clear and start over.   Or......if you can, just click on Add a State so that you can get back in to the return and enter the information you left out.  That trick will let you back in to make corrections if you have not e-filed (and you do not really have to add a state).

ALL of your W-2’s must be entered on the SAME tax return.  

Go to Federal>Wages & Income to enter a W-2.

After you enter the first one, you click Add Another W-2.

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

Slow down----The IRS will not begin to accept/reject e-files until 1-29.  There is no reason to rush and e-file now.

Do not file a tax return without ALL of your income documents; you must include every 2023 W-2 on the same tax return.  Employers have until the end of January to issue W-2’s.   Wait until you have all of your W-2’s.  Clients, schools, Social Security, healthcare.gov, banks and other financial institutions may not have tax documents available until late January/early February.  ALL of your tax documents must be entered on the same Form 1040; do not file unless you have entered everything.

[SteamTrain]

Other Notes ( yeah, my opinion though)

1) Turn off race track mode (if it's on)

2) Don't depend on the Guided interview.....Make sure you display the entire menu on the Wages&Income screen and you'll see all possible entry areas, including the SSA 1099.

3) Don't forget to include ALL income, Dividends, Cap Gains, and Interest (also from bank accounts 50cents or higher).

4) Do not file until we are all well into February.  It's a huge pain if you file too early, miss anything at all.....then have to come back later and "amend" what you've already filed.

[mpg757]

I did my Federal and State up to the point where I could file I kept waiting for my  SSA 1099 to come up it never did. I went back thanks to someone’s help on this forum to the W-2 area and found the form what’s worrying me is at the point where I was ready to file I was projected to get a refund of $20 but after filling in the 1099, now I have a projected refund of well over $1000. Does that sound right? Also I would like to add I’m not in any hurry I just like getting these things done but I’m not gonna file until well in February or March 

[SteamTrain]

It's possible your refund could increase when entering an SSA-1099.

For just adding the one form, that could happen....if you had Federal taxes withheld as a part of your SSA-1099 entry.

How much of the SS income actually ended up as being taxable really depends on how much total other income you end up entering (plus half of the SSA $$ entered) The software figures it out.  If you eventually have more income/dividends/interest to enter later this month...it should go down again if none of the other income sources had withholding done.

[mpg757]

I have my Social Security set up where they withhold taxes I believe at least 12%

[mpg757]

When the filing process begins, will I be asked for my AGI?

[xmasbaby0]

@mpg757 Yes, you will be asked for your 2022 AGI, which is on line 11 of your 2022 Form 1040.  If you filed a joint return for 2022, the AGI is the same for each spouse.   Entering your 2022 AGI is the way you "sign" electronically so that the IRS can verify that the same person using the Social Security number you entered is filing for 2023.

If you filed 2022 late or did not file 2022 yet, you can try using "zero" instead.  If zero does not work to let you e-file then you have to print, sign and mail your 2023 return instead.

[mpg757]

This year I won’t be caught off guard not knowing my AIG I’m ready this time