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Shcox
New Member

How do I delete a linked financial account? No option to delete or remove.

I linked my minor's 1099-DIV to mine but since they made below the required reporting criteria I'd like to delete this account since they are almost of age. However, when I go to documents and linked accounts I see the linked account but there is not an option to delete or remove it. How do I do this?
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1 Reply
AmyC
Expert Alumni

How do I delete a linked financial account? No option to delete or remove.

Leave the documents area. You need to go into the return. Go to the income section and locate your 1099-DIVs. You will see a list and you can delete from there. You can check your forms to be sure it is gone and delete through forms, if necessary.

 

If you are using:

  • Online: see How do I view and delete forms in TTO?
  •  Desktop: If you are working in the cd/download TurboTax program:
    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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