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Investors & landlords
Here's the general procedure for viewing the forms list and deleting unwanted forms, schedules, and worksheets in TurboTax Online:
- Open or continue your return in TurboTax.
- 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/worksheet in the list and follow the instructions.
To delete a form that came in the mail (for example, W-2, 1098, or 1099) it's best to do it from that form's summary screen. Search for the form number (for example, W-2) and select the Jump to link in the search results to get to the summary screen.
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‎April 13, 2022
9:34 AM