How do I 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.

So, try that first — here's how:

1. Sign into your TurboTax account
2. Go to Search bar and search for the form by typing the form name (for example, W-2 or 1099-Misc)
3. Select the Jump to link with the form name
4. Then, see if that takes you to a summary screen
   • If searching for a W-2, for example, typing W-2 in the search bar and selecting the Jump to link in the search results takes you to the Your W-2 info so far screen
   • You can remove the W-2 on this screen by selecting the trash icon

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 nonfinal 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

1. Sign in to your TurboTax account
2. Switch to Forms Mode by selecting the Forms icon
3. From the menu, select the form you want to remove
4. After the form is generated in the right pane, select the Delete Form button
5. Follow any onscreen instructions to remove the form or forms

Mac instructions

1. Sign in to your TurboTax account
2. Switch to Forms Mode by selecting the Forms icon
3. From the menu, select the form you want to remove (if you don't see it, select Open Form at the top)
4. From the Forms menu, select Remove [form name]
5. Follow any onscreen instructions to remove the form or forms