topic Summary Screens not allowing you to edit or delete items contained in the list in Get your taxes done using TurboTax

Summary Screens not allowing you to edit or delete items contained in the list

DD2130 — Sun, 01 Mar 2026 21:33:16 GMT

There are a number of summary screens that do not allow you to edit or delete listed items in 2026 TurboTax Home and Business. For example, in the Personal Income Section, I went to Update 1099-OID. That took me to a screen - Miscellaneous Investment Income - which allows you to choose Form 1099-OID. When you hit Continue you are brought to a Summary Screen - Form 1099-OID Summary. On the summary screen there is a list of all of the Payers and OID Interest for each. The screen says you can add, edit (change) or delete Forms 1099-OID. There is a functional add another payer button on the screen. However, there is no way to edit or delete any of the existing payers listed on that screen. There is no way to click on any of the existing Payers and there is no way to edit any of the data attributable to the Payers on that screen. There are several summary screens which are behaving exactly like this. The only work around is to go into Forms and delete all of the forms for the list of payers and start over again from scratch

Re: Summary Screens not allowing you to edit or delete items contained in the list

rjs — Sun, 01 Mar 2026 21:39:40 GMT

To edit an item in a summary list click the pencil icon for that item. To delete an item click the trash can icon.

Re: Summary Screens not allowing you to edit or delete items contained in the list

DD2130 — Mon, 02 Mar 2026 16:22:51 GMT

What you describe is not available on the screen. The only thing that is functional is to add another payer or done. You cannot click on anything else on this screen. No way to edit or delete.

Re: Summary Screens not allowing you to edit or delete items contained in the list

DD2130 — Wed, 04 Mar 2026 19:25:28 GMT

There is no way to edit this summary screen. Can only add new items. Cannot go into any of the items which are listed on this summary screen. The only way to edit the contents of these existing items is to go to Forms and find the form related to the item in the list and edit directly on the form not using step by step.

Re: Summary Screens not allowing you to edit or delete items contained in the list

PatriciaV — Thu, 05 Mar 2026 22:01:37 GMT

From the Income Summary screen, click Start/Update to see the source of income listed on the page. On the Form 1099-OID summary page, look for a pencil icon to the right of your entry (screenshot below).

If this is missing, go to Online in the header and check for updates. You may need to manually update per this article: Manually Update TurboTax for Windows Software

[edited 3/5/2026 | 2:01 pm PT]

Re: Summary Screens not allowing you to edit or delete items contained in the list

DD2130 — Wed, 08 Apr 2026 20:37:33 GMT

I am working with a desktop version of Turbo Tax for Windows 11. The screen in your reply only comes up if you are connected to the internet. If your desktop is not connected to the internet you don’t see the garbage pail to delete entries or any of the other editing tools. That is why I am encountering this problem. I don’t understand why the full functionality of the software requires an active internet connection. Intuit should make users aware of this bug.

Re: Summary Screens not allowing you to edit or delete items contained in the list

DawnC — Wed, 08 Apr 2026 21:47:11 GMT

You should not need to be connected to the internet to access the edit and delete functions in the desktop software. You can connect to the internet which allows you to update the software and use the digital assistant. But an internet connection is NOT required to prepare a tax return. You should see the pencil and garbage can icons. Trying signing out - disconnect from the internet and see if there is a difference in view when connected and when not connected.

You can sign in and out from the File menu up top. Click on file, then choose sign out and confirm you want to sign out.