Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Apr 13, 2022 9:11:27 AM

How do I delete form 1099-B without downgrading from Premier? I accidentally clicked that I sold stocks at the beginning of the program.

0 5 1071
1 Best answer
Expert Alumni
Apr 13, 2022 9:34:17 AM

Here's the general procedure for viewing the forms list and deleting unwanted forms, schedules, and worksheets in TurboTax Online:

  1. Open or continue your return in TurboTax.
  2. In the left menu, select Tax Tools and then Tools.
  3. In the pop-up window Tool Center, choose Delete a form.
  4. 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.

5 Replies
Expert Alumni
Apr 13, 2022 9:34:17 AM

Here's the general procedure for viewing the forms list and deleting unwanted forms, schedules, and worksheets in TurboTax Online:

  1. Open or continue your return in TurboTax.
  2. In the left menu, select Tax Tools and then Tools.
  3. In the pop-up window Tool Center, choose Delete a form.
  4. 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.

Level 2
Apr 13, 2022 9:53:14 AM

Thank you so much that did the trick!

New Member
Apr 18, 2022 2:48:08 PM

I need to delete form 8949 to replace it with a new one for an amended return.  I tried following the directions given, but when I click on Tool Center, I do not see the option to Delete a Form.  How can I do this?  Thanks.

Expert Alumni
Apr 18, 2022 3:36:38 PM

When you are signed into your TurboTax Online account follow the steps outlined:

New Member
Apr 18, 2022 10:58:22 PM