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I rolled over 2 529's this year (thus 2 1099-Qs). Turbotax says only 1 Trustee-to-Trustee transfer is allowed per year. How do I delete the Tuition Summary form?

I transferred 2 529's from one administrator to another this year, rolled them both over.  However, Turbotax says only ONE rollover is allowed per year.  I deleted all 1099-Q entries, but when I try to add one back in I STILL get the "only ONE rollover allowed per year" message.  Went to Forms menu, the Tuition Summary (Not Done) form is causing a problem I think....but I cannot figure out how to delete that form.  How do I reset TurboTax so there are no 1099-Qs and no Tuition Summary forms?

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IreneS
Intuit Alumni

I rolled over 2 529's this year (thus 2 1099-Qs). Turbotax says only 1 Trustee-to-Trustee transfer is allowed per year. How do I delete the Tuition Summary form?

UPDATED FOR TAX YEAR 2019

 

If you want to delete an individual form, please follow these instructions:

TurboTax Online

  1. While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen).  
  2. In the Tools Center, under Other helpful links click on Delete a form.
  3. Click Delete next to the form you want to delete and follow the onscreen instructions. 
  4. Once you have finished deleting the desired form(s) click the Continue with My Return box (in the lower right of your screen).

TurboTax CD/Download

  1. Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar
  2. In the Forms in My Return list on the left, click on the form you wish to open and delete.
  3. Click on the Delete Form box at the bottom of the screen.
  4. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.  

[Edited | 4/10/2020 |  1:22pm PDT]

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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1 Reply
IreneS
Intuit Alumni

I rolled over 2 529's this year (thus 2 1099-Qs). Turbotax says only 1 Trustee-to-Trustee transfer is allowed per year. How do I delete the Tuition Summary form?

UPDATED FOR TAX YEAR 2019

 

If you want to delete an individual form, please follow these instructions:

TurboTax Online

  1. While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen).  
  2. In the Tools Center, under Other helpful links click on Delete a form.
  3. Click Delete next to the form you want to delete and follow the onscreen instructions. 
  4. Once you have finished deleting the desired form(s) click the Continue with My Return box (in the lower right of your screen).

TurboTax CD/Download

  1. Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar
  2. In the Forms in My Return list on the left, click on the form you wish to open and delete.
  3. Click on the Delete Form box at the bottom of the screen.
  4. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.  

[Edited | 4/10/2020 |  1:22pm PDT]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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