Get your taxes done using TurboTax

Hello everyone, I found an answer. I used "Contact Us" to get a call from TurboTax.

The caller took me through the secret entrance to delete all the IRA related forms one at a time.

 

  1. Even though I had printed the return, you can go back in by saying you need to "add a state." Therefore, I logged in, and went to the 2022 Return, but clicked to "add a state."
  2. I went to "Tax Tools" and then "Tools".
  3. I clicked on "Delete a Form".
  4. A screen listed all the tax forms. Starting at the top, I deleted everything that mentions "IRA".
  5. This allowed me to also remove the 5329.
  6. After hitting "Continue" the screen goes white, though it retains the menus on the left hand side. At this point you have to "Save and Exit".
  7. After returning back to the account, the deleted forms FINALLY are resolved.

Previously I had tried to only delete the 5329, and it wouldn't take it, no matter what I did.

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