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How do I view and delete forms in TurboTax Online?

by TurboTax714 Updated 1 month ago

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

Note: If your TurboTax navigation looks different from what’s described here, learn more.

  1. Open or continue your return.
  2. On Tax Home, select Start, Continue, or Pick up where you left off to enter your return.
  3. In the left menu, select Tax Tools and then Tools.
  4. In the pop-up window Tool Center, choose Delete a form.
  5. Select Delete next to the form, schedule, and worksheet in the list and follow the instructions.

Tips and tricks

  • To delete a form that came in the mail (for example, W-2, 1098, or 1099) it's best to do it from within your return.
    1. Open or continue your return.
    2. Search for the form name in the search bar (for example, W-2) and select the Jump to link in the search results to get to the summary screen.
    3. From here, you can select the trash can icon to delete.
  • You can't delete Form 1040. If you want to get rid of the information you've entered, you can clear your return.