What can I do if the form I want to delete is not under my forms in the tools section?

[jfpikilosan]

I am being told I have to upgrade to the deluxe version since I have the Lifetime Learning credit even though I was told I did not qualify for it earlier in the process. I was then trying to delete the form but can't find it anywhere.

[bluedeb · Accepted solution]

Why can't I claim the Lifetime Learning Credit?

In order to qualify for the Lifetime Learning credit, you must have made tuition and fee payments to a post-secondary school (after high school) during the year. You can claim the credit for any post-secondary classes you take; you don't have to be working towards a degree. Some limitations do exist though.

You can remove the Lifetime Learning Credit by deleting Form 8863 - Education Credits.  Does the Form 8863 show in your list to delete?

How do I view and delete forms in TurboTax Online?

Here's the general procedure for viewing the forms list and deleting unwanted forms, schedules, and worksheets in TurboTax Online:

1. Open or continue your return in TurboTax.
2. In the left menu, select Tax Tools and then Tools.
3. In the pop-up window Tool Center, choose Delete a form.
4. Select Delete next to the form/schedule/worksheet in the list and follow the instructions.

Tips and tricks

• Need to remove a business that transferred over from last year? Find out how to properly remove it.
• To delete a form that came in the mail (for example, W-2, 1098, or 1099) it's best to do it from that form's summary screen. Search for the form number (for example, W-2) and select the Jump to link in the search results to get to the summary screen.
• You can't delete Form 1040. That would be like yanking the foundation out from under a building. If you want to get rid of the information you've entered, you can clear your return.

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