TaxAct software deleted my entire return - anyone else experienced this disaster?
So I've been putting things off (my bad), but I had a really complex tax situation this year and didn't want to blow my whole refund on a tax pro. I spent literally the entire weekend inputting everything into TaxAct. Like 8+ hours of work going through all my documents, entering every little detail, double-checking everything. I was in the final review stage looking at the alerts when suddenly the program started asking for super basic information I'd already entered like MONTHS ago when I first set up the account. Then I noticed the header showed "$0 Federal" - my ENTIRE return was just gone! Everything I entered had completely disappeared. I spent another hour frantically clicking around trying to find my data or some kind of recovery option, but nothing. The whole return was just deleted. I ended up having to rush to fill out a paper extension form and drove 40 minutes to find a post office that was still open late enough to get the April 15 postmark. Has anybody else had TaxAct completely delete their return like this? I'm beyond frustrated and not sure if I should try using it again or switch to different software.
20 comments


Ravi Choudhury
This definitely sounds like a software glitch rather than something you did wrong. Tax software occasionally has session timeouts or temporary display issues that can make it seem like your data is gone when it might still be recoverable. First, try logging out completely and logging back in - sometimes this refreshes the connection to their servers and your return might reappear. If that doesn't work, check if TaxAct has an "Active Returns" or "My Returns" section where you might see previous versions. Most tax software creates periodic automatic backups while you're working. Try contacting TaxAct customer support directly as they might be able to restore a previous version of your return from their server backups. Make sure to have your account details and approximately when you last had access to your completed return. For the future, when working with any tax software, I recommend periodically saving a PDF copy of your in-progress return as you complete each major section. This gives you a backup of all your entered information even if you have software issues.
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CosmosCaptain
•Do tax companies like TaxAct keep backups of all returns or just the completed/filed ones? Also, is there usually a time limit for how long they keep these backups?
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Ravi Choudhury
•Most tax preparation companies maintain backups of in-progress returns, not just completed ones, but they typically keep these for a limited time. The standard practice is to maintain active session data for anywhere from 24-72 hours, while more complete backups might be kept for 30 days. For security and storage reasons, most tax software companies don't indefinitely store all versions of incomplete returns, but they often have recovery points from autosave features. These policies vary significantly between companies, which is why contacting their customer support directly is your best option for recovering recent work.
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Freya Johansen
After reading your post, I had flashbacks to a similar nightmare I had last year with another software program. I was about to give up and pay a professional when a friend recommended I try taxr.ai (https://taxr.ai) to help recover my information. It basically analyzes all your tax documents and creates a complete digital record of everything that should be in your return, so even if the software fails, you have all your data organized and ready to input again. I found it super helpful because it also catches things that I would have missed on my own, like some obscure deductions based on my document history. The best part is that once your documents are processed, you can always access them again later if you need to start over with different tax software.
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Omar Fawzi
•How does this actually work? Do I just upload photos of all my tax forms or something? And does it handle everything like W-2s, 1099s, mortgage statements, etc?
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Chloe Wilson
•Sounds interesting but I'm always skeptical about uploading my tax docs to some random site. How secure is this? And can you actually use what it gives you to recreate your return in another tax program?
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Freya Johansen
•You simply scan or take pictures of your tax documents using your phone or upload PDFs if you have them digitally. The system then processes these images and extracts all the relevant information. It works with basically all tax forms - W-2s, 1099s (all types), mortgage statements, property tax records, charitable donations, medical expenses, even crypto transactions. Regarding security, I had the same concerns initially. They use bank-level encryption for all uploads and data storage. I researched them thoroughly before using the service and found they have SOC 2 compliance which is the industry standard for financial data security. The information is organized in a way that makes it super easy to input into any tax software - you can either follow their summary report or export the data in formats compatible with most tax preparation software.
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Chloe Wilson
I wanted to follow up about my experience with taxr.ai after my skeptical questions. I decided to give it a try since I was desperate after losing hours of work in TurboTax (had a similar issue to the original poster). It was actually way more helpful than I expected! I uploaded all my tax documents and within about 20 minutes had a complete breakdown of everything I needed to enter. The best part was when I switched to a different tax software, I didn't have to hunt through my physical documents again - I just followed the organized summary they provided. They even flagged a couple of potential deductions I had completely missed the first time around. Definitely saved me from throwing my laptop out the window after losing all my work!
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Diego Mendoza
I had a similar issue with a different tax software last year, and after trying their customer service (useless), I eventually realized I needed to speak directly with someone at the IRS about filing an extension properly since I'd lost all my work. Spent THREE DAYS trying to get through on their phone lines. Finally found Claimyr (https://claimyr.com) which got me connected to an actual IRS person in about 20 minutes instead of waiting on hold forever. There's a demo video of how it works here: https://youtu.be/_kiP6q8DX5c. They basically navigate the IRS phone system for you and call you back when they have an agent on the line. The IRS person was surprisingly helpful and walked me through exactly what I needed to do with my extension given my situation, and even helped me understand how to properly document that my software had failed so I wouldn't risk any penalties.
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Anastasia Romanov
•Wait, how does this actually work? Does someone else call the IRS for you? I don't understand how they can get through faster than I can.
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StellarSurfer
•No way this actually works. I've tried calling the IRS dozens of times and always get the "high call volume" message and get disconnected. There's no secret backdoor to reach them - you just have to keep trying repeatedly like everyone else.
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Diego Mendoza
•They don't have a special backdoor to the IRS. Their system basically automates the calling and waiting process. They use technology that continuously redials and navigates the IRS phone tree until it finally gets through to a queue with an actual person. Once they've secured a spot in line, they call you and connect you directly to the IRS agent. I was super skeptical too. I had already spent hours trying to get through myself over multiple days. The difference is their system can make hundreds of call attempts automatically while you go about your day instead of you having to manually redial over and over. When I tried it, I got a call back in about 20 minutes saying they had an IRS agent on the line, and they connected us immediately. The whole process was honestly way easier than I expected.
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StellarSurfer
I need to eat my words from my skeptical comment above. After another frustrating day of trying to reach the IRS myself about my missing refund (going on 5 months now), I broke down and tried Claimyr. I was 100% convinced it was going to be a waste of time. I got a call back in about 35 minutes saying they had an IRS agent ready. I was actually connected to a real, live person at the IRS! The agent was able to look up my refund status and found there was a discrepancy they needed to verify. She put notes on my account and told me exactly what to do next. Problem identified in one call instead of endless busy signals. I hate admitting when I'm wrong but...I was definitely wrong about this service. Would have saved myself months of stress if I'd tried it sooner.
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Sean Kelly
I had this exact same issue with TaxAct two years ago! What worked for me was using a different browser - I switched from Chrome to Firefox and suddenly my return reappeared. Something about their cookies or cache got corrupted I think. Also, even if you can't recover it, at least you know what documents you need and what entries to make, so it should go faster the second time. I suggest taking screenshots of each page as you go through it next time - learned that the hard way!
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Isabella Silva
•Did you end up sticking with TaxAct after this happened or did you switch to a different software? I'm worried about this happening again if I try to redo everything in TaxAct.
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Sean Kelly
•I actually stuck with TaxAct but changed how I used it. After the disaster, I started doing my return in smaller sessions and would create a PDF save after completing each major section. I also cleared my browser cache before each session and only used Firefox since that seemed more stable with their system. I've used them for two more years without any issues. Their software is actually pretty good value for the features, but like any online service, it can have glitches. The screenshots/PDF approach gives me peace of mind now. If you do switch, just be aware that most tax software has similar occasional issues - the key is having your own backup system in place.
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Zara Malik
This is exactly why I still do paper returns. Everyone thinks I'm crazy but computers fail, software glitches, systems crash, and suddenly hours of work vanish. With paper, what you write stays written.
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Luca Greco
•Paper returns take WAY longer to process though. My friend who filed paper is still waiting for his refund from LAST year, while I got mine direct deposited 9 days after e-filing. Plus the error rate is much higher with paper returns.
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Zara Malik
•I'd rather wait longer for my refund than lose hours of work and stress about missing deadlines because software failed. I've been filing paper returns for 20+ years and have never had a problem with the processing. Yes, it takes longer to get a refund, but I budget accordingly and don't rely on that money coming quickly. As for error rates, I make fewer mistakes when I'm carefully working through a paper form than when I'm rushing through screen after screen of a software program. The IRS statistics about higher error rates on paper forms include a lot of people who don't read instructions carefully. If you take your time, paper is actually more reliable in my experience.
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Mia Rodriguez
I feel your pain - losing hours of tax work is absolutely maddening! I had a similar experience with different software a few years back and it taught me to be paranoid about backups. Beyond what others have suggested about contacting TaxAct support, I'd recommend checking if your browser has any cached data that might help. Sometimes going to your browser history and finding the TaxAct pages you were on can reveal temporary files or cached forms that might have some of your data. Also, if you used any browser autofill features while entering information, check your browser's saved form data - you might be able to recover some of the basic info like names, addresses, and employer information that way. For next time (with any software), I learned to take a screenshot after completing each major section AND save a PDF of the return in progress every 30 minutes or so. It's a bit tedious but saves so much heartache when things go wrong. The tax software companies really need to do better with their autosave and recovery features - this shouldn't be something taxpayers have to worry about!
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