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How do I delete a tax form in the TurboTax CD/Download software?

SOLVEDby TurboTaxTurboTax Windows101Updated January 14, 2022

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 simply 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 non-final 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 Form 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 instructions to remove the form or forms.

Mac Instructions

  1. Sign in to your TurboTax account.
  2. Switch to Forms Mode by selecting the Form 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 on-screen instructions to remove the form or forms.

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