How do I delete forms in TurboTax?
While it's OK to delete blank, duplicate, or irrelevant forms, we don't recommend deleting valid forms or schedules, for example nonfinal forms or forms that won't let you e-file. Understand that deleting a form or schedule may create new, unforeseen problems before proceeding.
Also, if you need to remove a business that transferred over from your prior-year return, don't just delete Schedule C. Instead, remove the business.
See the steps for your product below to delete a form.
How do I delete forms in TurboTax Online?
Here's the general procedure for viewing a list of all the forms in your return and deleting unwanted forms, schedules, and worksheets in TurboTax Online:
Note: If your TurboTax navigation looks different from what’s described here, learn more.
Open or continue your return.
On Tax Home, select Start, Continue, or Pick up where you left off to enter your return.
In the left menu, select Tax Tools and then Tools.
In the pop-up window Tool Center, choose Delete a form.
Select Delete next to the form, schedule, and worksheet in the list and follow the instructions.
Tips and tricks
To delete a form that came in the mail (for example, W-2, 1098, or 1099) it's best to do it from within your return.
Open or continue your return.
Search for the form name in the search bar (for example, W-2) and select the Jump to link in the search results to get to the summary screen.
From here, you can select the trash can icon to delete.
You can't delete Form 1040. If you want to get rid of the information you've entered, you can clear your return.
How do I delete forms in TurboTax Desktop?
The best way, and often the only way, to delete income forms (including forms W-2, 1098, 1099, and K-1) is to do it from the summary screen for that particular form.
So, try that first — here's how:
Open or continue your return.
Search for the form by typing the form name (for example, W-2 or 1099-Misc).
Select the Jump to link with the form name.
Then, see if that takes you to a summary screen.
If searching for a W-2, for example, typing W-2 in the search bar and selecting the Jump to link in the search results takes you to the Your W-2 info so far screen.
You can remove the W-2 on this screen by selecting the trash icon.
Windows
Open or continue your return.
Switch to Forms mode by selecting the Forms icon.
From the menu, select the form you want to remove.
After the form is generated in the right pane, select the Delete Form button.
Follow any onscreen instructions to remove the form or forms.
Mac
Open or continue your return.
Switch to Forms Mode by selecting the Forms icon.
From the menu, select the form you want to remove (if you don't see it, select Open Form at the top).
From the Forms menu, select Remove [form name].
Follow any onscreen instructions to remove the form or forms.
How do I delete forms in TurboTax Expert Assist Business?
Follow these steps to delete a form from your business return in TurboTax Expert Assist Business:
Navigate to Tax Tools in the left menu and select Forms.
Hover over the form you want to delete and select the trash can icon.
Confirm that you want to permanently delete the form.
Note: If the form reappears, go back through the TurboTax questions and update your answers about the form.
