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New Member
posted Mar 28, 2025 7:34:52 PM

Do you still need these forms? I have two 1099-div and -int docs from companies I still work with. Will this remove this years or only last years?

I auto imported this years documents. It does say that they transferred from the previous year. Nothing from the previous year should impact this year, only the new auto-imported documents. But I don't know which it is going to remove... Can anyone tell me if I should remove them which is the default option?

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1 Best answer
Expert Alumni
Mar 28, 2025 9:13:49 PM

 If you imported the same forms from your financial institution that have transferred into TurboTax from last year, you can say "NO" to the question "Do you still need these forms?" If you delete the forms, that's all that you are deleting.  You aren't deleting any data.

1 Replies
Expert Alumni
Mar 28, 2025 9:13:49 PM

 If you imported the same forms from your financial institution that have transferred into TurboTax from last year, you can say "NO" to the question "Do you still need these forms?" If you delete the forms, that's all that you are deleting.  You aren't deleting any data.