IsabellaG
Expert Alumni

Business & farm

National Financial Services, LLC is a brokerage service, operating under Fidelity Brokerage Services. Perhaps last year you  sold stock or had an investment account of some kind with either of these entities. If this doesn't apply to this year, you should be able to delete any forms from National Financial Services that carried over to your return.

  • Go to My Account at the top of your screen. From the drop-down, choose Tools (see screenshot).
  • In the Tool Center, choose Delete A Form (see screenshot).
  • In Review Form List, find the  forms or worksheets associated with National Financial, and choose Delete.
  • On the screen Delete Selected Form, select Delete. After the screen Form Successfully Deleted, go back to the forms list, and verify that the form has been deleted.
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