DeanM15
Expert Alumni

Retirement tax questions

If you are certain that Form 3514 does not belong on your return, you can delete it.

 

You should be signed in and working in TurboTax:

  •  In the left-hand black menu, choose Tools.
  •  Click on Delete a Form from the window that pops up.
  •  You should now see the Review Form List. Scroll down the list and click Delete on Form 3514.
  • You may get a pop up telling you additional worksheets and forms are being deleted. Approve and click delete.
  • You should come back to the Review Form List. Scroll to the bottom and click Continue with My Return.

For more information, click here.

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