topic The Two-Year comparison is for my records and not required by the IRS to file - but TurboTax won't let me delete it. How do I get rid of it so that I can file? in Get your taxes done using TurboTax

The Two-Year comparison is for my records and not required by the IRS to file - but TurboTax won't let me delete it. How do I get rid of it so that I can file?

lg123 — Tue, 16 Mar 2021 20:49:31 GMT

Re: The Two-Year comparison is for my records and not required by the IRS to file - but TurboTax ...

BillM223 — Tue, 16 Mar 2021 21:10:04 GMT

The data set that is filed with the IRS is an XML data set; the tax forms that you see are in PDF.

That is, the PDF forms are not sent to the IRS, but only forms that have been converted to XML are sent.

I very much doubt that there is an XML version of the Two-Year comparison, so I am pretty sure that it is not sent when you e-file.

Are you having a problem e-filing? Are you getting an error message?

Re: The Two-Year comparison is for my records and not required by the IRS to file - but TurboTax ...

lg123 — Tue, 16 Mar 2021 21:18:17 GMT

Thanks for answering---

I saw online that the comparison was not an IRS required form, and that others had also not been able to delete the form. The form is there SOLELY because TT wants you to pay an extra $120 for their "Self Employed" package. So, I could not delete it. And I am not paying an extra $120 for a comparison the IRS does not need. AND this popped up AFTER I had paid. Nice, huh?

So what I ended up doing was going back and erasing all the numbers from 2019 that were sending flags - not all of them were, mind you, and you can't even put a 0 in, they must be erased entirely. I have them on my previous year's return, and wrote down whatever I erased, so whatever. TT is NOT taking that much money from me for a form the IRS does not require. And next year I will seriously consider using another service.

Re: The Two-Year comparison is for my records and not required by the IRS to file - but TurboTax ...

DawnC — Tue, 16 Mar 2021 21:43:24 GMT

The 2-year comparison is in every version of TurboTax if you used the software in the previous year. It doesn't get sent to the IRS, but it is included no matter which version you used. It is not specific to the Self-Employed product. You can clear and start over if you need to downgrade from Self-Employed. It is usually a Schedule C from a previous year that causes the upgrade to Self-Employed requirement. Did you have a business last year? If so, review the article below to see how to handle a business (Schedule C) that was transferred from a prior year's return.

How to Remove a Prior Year Schedule C?

Re: The Two-Year comparison is for my records and not required by the IRS to file - but TurboTax ...

lg123 — Tue, 16 Mar 2021 21:49:00 GMT

Yes, well, in the Tools-Delete Form section, it would not let me delete it. As for clearing and starting over, I was absolutely not going to do that. There is a bug in your software; at least Google and Twitter will tell you that I am not the only person to experience it, but evidently am the only one who has complained here. Thank you, anyway.

Re: The Two-Year comparison is for my records and not required by the IRS to file - but TurboTax ...

BillM223 — Tue, 16 Mar 2021 22:01:48 GMT

" The form is there SOLELY because TT wants you to pay an extra $120 for their "Self Employed" package."

Sorry, this is not true. It is there for every return, as Dawn said.

"There is a bug in your software"

It is not a bug to include an informational form that doesn't get filed. And as for not being able to delete it, so what? It doesn't get filed anyway.

Re: The Two-Year comparison is for my records and not required by the IRS to file - but TurboTax ...

lg123 — Tue, 16 Mar 2021 22:41:13 GMT

>> And as for not being able to delete it, so what? It doesn't get filed anyway.<,

This is the bug. It wouldn't let me delete it, and it wouldn't let me file electronically. I would have had to print it out and mail it.

Re: The Two-Year comparison is for my records and not required by the IRS to file - but TurboTax ...

DaveF1006 — Wed, 17 Mar 2021 04:16:33 GMT

Partner, you may have bigger issues because this doesn't make sense what you are telling us. The two-year comparison form does not get filed to the IRS. You might wish to contact Turbo Tax Tech Support at 1-800-446-8848 for further assistance as they can look at your screen to pinpoint any issues you are experiencing. If this is indeed a glitch, then this can be escalated to another department.