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Returning Member
posted Apr 21, 2025 1:26:28 PM

Cannot delete forms 8995 and QB Ded Summary

Attempting to use instructions in this chat but delete is not working.  I did not enter it, just want to delete it.  It was carried over from prior year.   Please advise.

0 7 1009
7 Replies
Expert Alumni
Apr 21, 2025 1:27:25 PM

If you are using:

  • TurboTax Online: see How do I view and delete forms in TurboTax Online?
  • TurboTax Desktop:
    1. On the top right, there is a FORMS button.
    2. Click on FORMS.
    3. Locate the form you want to delete.
    4. Click on the form name.
    5. Below the form, bottom left, select DELETE FORM button.

Returning Member
Apr 21, 2025 1:30:04 PM

Thanks, I've done that several times, it prompts me to confirm the delete, I do, but it's not deletec.

Expert Alumni
Apr 21, 2025 1:32:30 PM

You can try these steps to resolve if you are using the online version:

  • Clearing your Cache and Cookies
  • Using a different browser
  • Opening an Incognito Window

Returning Member
Apr 21, 2025 1:44:10 PM

That didn't work either.  How do I find "Tax Tools"?  This is weird because there is not dollar amount on the 1040 for QB.

Expert Alumni
Apr 21, 2025 1:53:26 PM

Tax Tools is on the left side.

 

You'll have to call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service 

Returning Member
Apr 21, 2025 2:26:25 PM

Please help!!

Level 15
Apr 21, 2025 5:20:30 PM

did you have unused QBI loss carryover.to 2024. Then the form should not be deleted even if you no longer have the activity. based on current law they stay with you until used