How to delete a tax form in the TurboTax CD/Download software.
The best way – and often the only way – to delete income forms (including forms W-2, 1098, 1099, and K-1) is to do it from the summary screen for that particular form.
For example, the summary screen for Form W-2 displays the W-2(s) you entered and has buttons to edit, delete, or add another W-2.
So try that first – simply search for the form number, click its jump-to link, and see if that takes you to a summary screen. In the previous W-2 example, searching for W-2 and then selecting the "Jump-to" link in the search results takes you to the Here's your W-2 info screen, where you can remove it by selecting Delete.
How do I delete other tax forms or schedules?
While it's OK to delete blank, duplicate, or irrelevant forms, we don't recommend deleting valid forms or schedules, for example non-final forms or forms that won't let you e-file. Understand that deleting a form or schedule may create new, unforeseen problems before proceeding.
Also, if you need to remove a business that transferred over from your prior-year return, don't just delete Schedule C. Instead, remove the business.
Windows Instructions
- Switch to Forms mode.
- In the left pane, select the form you want to remove.
- After the form is generated in the right pane, select the Delete Form button at the bottom of the window.
- Follow any instructions to remove the form or forms.
Mac Instructions
- Switch to Forms mode.
- In the left pane, select the form you want to remove (if you don't see it, select Open Form at the top).
- From the Forms menu, select Remove [form name].
- Follow any on-screen instructions to remove the form or forms.
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