, Answering FAQ'sTurboTax Employee
There are two ways to delete a tax form or schedule – the right way and the wrong way. We'll show you the right way.
How do I delete a W-2, 1098, 1099, or Schedule K-1?
The best way – sometimes the only way – to delete a W-2, 1098, 1099, or Schedule K-1 form is to do it from the Summary screen for that particular form.
For example, to delete a blank W-2 that somehow magically appeared on your return, go to the W-2 Summary screen and click the Delete button next to that W-2.
How do I find the Summary screen?
You can either navigate to it by revisiting the area in the program where you entered it, or use the Topic Search feature to get to that form's summary screen.
How do I delete other tax forms or schedules?
We'll get to that in a moment. First, read this cautionary statement:
Caution: We don't recommend deleting a form or schedule generated by TurboTax unless you were specifically instructed to do so, or you fully understand where the data comes from and it relates to other forms and schedules in your return.
- Do not delete Schedule C if you need to remove business information that transferred over from your prior-year return. Click here instead.
- Do not delete Forms 1040, 1040A, or 1040EZ. Start over instead.
If, after reading that, you still want to proceed:
- Open your return in TurboTax Online, if you're not already signed in.
- In the lower left corner, click Tools.
- Don't see this option? Click here for help.
- In the pop-up window, select Delete a form.
- On the Review Form List screen, click Delete next to the form you want to delete.
- Follow the on-screen instructions to remove the form from your return.
Tips for getting rid of unwanted state amendment forms
Sometimes a state amendment form keeps reappearing, zombie-like, after multiple deletions.
To resolve this, go through your state return from the beginning and keep your eyes peeled for amend-related screens or questions.
Tip: The state amendment topic usually appears towards the end; however in a few states the question appears on the first or second screen.
Correct any entries that have to do with an amended return, e.g.:
- Answer No when asked if you want to amend;
- Clear any amend-related checkboxes;
- Delete entries in the tax year field.
- Note: In a few state programs, you actually have to answer Yes to the amend question so you can revisit the screens that contain the information you want to delete.
If all else fails, try deleting your state return and starting over.
- Removing a Schedule C business that transferred over from last year's return
- How do I start over in TurboTax Online?
- How do I delete my state in TurboTax Online?