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How can I access the summary screen to delete an unnecessary form?

Where is the summary screen?
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1 Reply
CatinaT1
Employee Tax Expert

How can I access the summary screen to delete an unnecessary form?

Here's how to get to the summary: 

 

  1. Log in to your tax return at TurboTax.com;
  2. Click on Tax Tools on the left side of the screen (you may need to click on Continue in the center first);
  3. Click on Tools;
  4. In the box that pops up in the center;
  5. click on View Tax Summary

If you want to delete a form:

If you are using:

  • TurboTax Online: see How do I view and delete forms in TurboTax Online?
  • TurboTax Desktop:
    1. On the top right, there is a FORMS button.
    2. Click on FORMS.
    3. Locate the form you want to delete.
    4. Click on the form name.
    5. Below the form, bottom left, select DELETE FORM button.
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