How do I delete a tax form in the TurboTax CD/Down...

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Intuit

How do I delete a tax form in the TurboTax CD/Download software?

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.

For example, the summary screen for Form W-2 displays the W-2(s) you entered and has buttons to edit, delete, or add another W-2.

So try that first – simply search for the form number, click its jump-to link, and see if that takes you to a summary screen. In the previous W-2 example, searching for W-2 and then clicking the "Jump-to" link in the search results takes you to the Here's your W-2 info screen, where you can remove it by clicking Delete.

How do I delete other tax forms or schedules?

While it's OK to delete blank, duplicate, or irrelevant forms, we don't recommend deleting valid forms or schedules, for example non-final 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.

Windows Instructions

  1. Switch to Forms mode.
  2. In the left pane, select the form you want to remove.
  3. After the form is generated in the right pane, select the Delete Form button at the bottom of the window.
  4. Follow any instructions to remove the form or forms.

Mac Instructions

  1. Switch to Forms mode.
  2. In the left pane, select the form you want to remove (if you don't see it, click Open Form at the top).
  3. From the Forms menu, select Remove [form name].
  4. Follow any on-screen instructions to remove the form or forms.

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