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New Member
posted Mar 16, 2025 11:52:39 AM

turbo tax complete check to do list duplicates

Hi, all.  an answer to this question talked about amending a submitted return with duplicate entries.  How do we delete duplicate entries before submitting it?  on my complete check to do list, I have ups 1099 int  twice, td ameritrade 1099 int, not applicable for this year, Ameritrade 1099 div, N.A., bus 1099 div, twice,....you get the picture.  So, how do I delete the duplicates.  I went from owing the IRS 9$, owing th its 3000$ getting a refund of 3000$, last to getting a refund of 1000$.   

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3 Replies
Expert Alumni
Mar 16, 2025 6:55:25 PM

You can delete duplicate Form(s) 1099 in TurboTax as follows:

 

The instructions below are for a Form 1099-DIV, but they will also work the same for a Form 1099-INT. 

 

To delete Form 1099-DIV, you can do the following:

  1. Open/continue your return
  2. Click on "Search" 
  3. And in the search bar type"1099-DIV"
  4. Select "Jump to 1099-DIV"
  5. It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
  6. Next to the Form 1099-DIV you want to delete, click on the (down-Facing) caret
  7. Click on the "garbage can" to delete this form

 

Click here for "How Do I View and Delete Forms in TurboTax Online"

 

Click here for "How to Delete Forms in TurboTax Desktop.

 

 

Level 3
Mar 16, 2025 7:04:55 PM

I believe from any screen in TurboTax, you can click on the Forms button (upper right corner) to see a list of your forms. Hopefully, with the complete list, you'll be able to see which ones are duplicates and just select and delete them.

Expert Alumni
Mar 17, 2025 6:59:51 PM

Yes, the desktop version is so simple. To print or view  your forms:

  • In desktop, switch to Forms Mode. 
  • For online:
    1. On the left side, select  Tax Tools
    2. Select Print center
    3. Select Print, save or preview this year's return
    4. If you have not paid, select pay now.

Once you can see all of your forms, you can do a side by side comparison with last year and determine if you changed brackets, jobs, what happened and get the issue resolved. See Why did my refund go down compared to last year's?