If you had a tax document last year from ABC bank (or whatever), and you started this year by importing last year's data, the program will create a blank tax document ready for you to fill in. If you don't need it, go to the section for that type of income (1099-K, or retirement, or whatever) and you should see a list of documents, and next to each name should be icons for "review" and "delete". If you need to add this years information, click review. If you don't need the document this year, click delete.