How do I view and delete forms in TurboTax Online?

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.

Tips and tricks

Need to remove a business that transferred over from last year? Find out how to properly remove it.
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.
You can't delete Form 1040. That would be like yanking the foundation out from under a building. If you want to get rid of the information you've entered, you can clear your return.

Level 15

Jun 25, 2020 2:21:49 PM

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.

Tips and tricks

Need to remove a business that transferred over from last year? Find out how to properly remove it.
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.
You can't delete Form 1040. That would be like yanking the foundation out from under a building. If you want to get rid of the information you've entered, you can clear your return.

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