Yes, here is how you can remove your entries.
- Before deleting forms, try to "uncheck" the triggers in the interview.
- Go to Deductions & Credits > Retirement and Investments.
- Click Update/Revisit next to Traditional and Roth IRA Contributions.
- On the very first screen ("Select your IRA type"), uncheck both boxes (Traditional and Roth).
- Click Continue. TurboTax should ask if you want to remove the entries. Say Yes.
If this doesn't work.
- On the left-hand menu, click Tax Tools and then Tools.
- In the pop-up window, select Delete a form.
- Look for these specific forms and click Delete next to them:
- IRA Contributions Worksheet (This is usually .
- Form 8606 (Nondeductible IRAs).
- IRA Explanation Statement (If you were doing a recharacterization).
Once deleted, click Done at the bottom and Restart your computer/browser. This clears the "cache" that often holds onto dead data.
For TurboTax Desktop (Windows/Mac):
- Click the Forms icon in the top right corner.
- In the list on the left, find the IRA Contributions Worksheet.
- Highlight it, then click the Delete Form button at the very bottom of the screen.
- Repeat for Form 8606 if it exists.
- Switch back to Step-by-Step mode.
If none of these options work, you may wish to clear and start over, but only at a last resort.
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