Unfinished Returns

How Do I...

File a return? View the details of an existing return? View the status of a return? Change an existing return? Print the details of an existing return? Troubleshoot printing a return? Withdraw a pending return request? Make a payment? Add access to another tax account?

You may begin to complete a return and discover that you have to stop and finish later.

What Do I Do?

To save a return to finish later

1. To save a return to finish later, just begin completing the return as usual. (Click here to view the standard instructions for filing a return.)

2. Once you have reached your stopping point, click Save and Finish Later.

3. You will be asked to confirm that you wish to save and finish later. Click Yes. The return will be saved with a status of In Progress.

Note: At this point the return is not filed. You will need to revisit the return to complete and submit it.

To retrieve an unfinished return

1. To retrieve the unfinished return, click the Requests tab.

2. Click the Started but not filed sub-tab. The saved return will have a status of saved.

3. Click the hyperlink in the Title column for the return you want to finish.

4. Click Change/Submit to change the return details.

5. The fields in the window become editable. Make changes to the return, as necessary.

6. When you have completed the fields on the return and are ready to file, click Submit to file the return.

7. You will be required to re-enter your password and click Yes to submit the return.

8. An information window will tell you that your return has been submitted and the return will post to your account after your request is processed. You can use the buttons on this window to take further action or close the window.