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How Do I Delete Forms From My Tax Return?

Updated: 4/29/2013
Article ID: GEN12350

Deleting Forms in Summary View

Most TurboTax forms can be deleted in what is called a "summary" view. Deleting forms in summary view is the preferred method of deleting forms in TurboTax. This method is not always available however, and you may need to delete forms manually, as described later in this article.

For many types of income or deduction claimed on your return, TurboTax creates a summary view where you can elect to edit, or delete, the form associated with that particular item.  A good example of this type of view is the W-2 Summary view:


In the above example, you can easily edit, or delete, either one of the two Form W-2s by selecting the appropriate Edit or Delete button on the right-hand side of the summary list.

Commonly used forms that can be deleted in a summary view

The summary view for the following commonly used forms can be found by navigating as shown in the following table, then selecting the Update button and following the prompts:

To delete one of these forms...
...navigate to Your 2012 Income Summary, scroll down to:
W-2
Wages and Salaries - Wages and Salaries
1099-INT
Interest and Dividends - Interest on 1099-INT
1099-DIV
Interest and Dividends - Dividends on 1099-DIV
1099-OID
Interest and Dividends - 1099-OID, Foreign Accounts
1099-B
Investment Income - Stocks, Mutual Funds, Bonds, Other
1099-R
Retirement Plans and Social Security - IRA, 401(k) Pension Plan Withdrawals (1099-R)
1099-MISC (Nonemployee Comp.)
Business Items - Business Income and Expenses (Sch C)
1099-MISC (Rents)
Rentals and Royalties - Rentals and Royalties
1099-MISC (Royalties)
Rentals and Royalties - Rentals and Royalties
1099-MISC (Other Income)
Other Common Income - Income from Form 1099-MISC
K-1 (1065, 1120S, 1041)
Business Items - Schedules K-1, Q
1099-SA
Less Common Income - 1099-SA, HAS, MSA
1099-C
Less Common Income - Miscellaneous Income, 1099-A, 1099-C
1099-G (Tax Refunds)
Other Common Income - State and Local Tax Refunds
1099-G (Unemployment)
Unemployment - Unemployment
1099-G (Paid Family Leave)
Unemployment - Unemployment
1099-G (Other Income)
Other Common Income - Other 1099-G Income
   
To delete one of these forms...
 ...navigate to Your 2012 Deductions & Credits, scroll down to:
1098 (Mortgage Interest)
Your Home - Mortgage Interest and Refinancing
1098 (Real Estate Taxes)
Your Home - Property Taxes
1098-T
Education - Education Expenses and Scholarships
1098-E
Education - Student Loan Interest Paid

Deleting Forms Manually

Caution: Deleting a form in any manner other than using the summary views described above may cause odd behavior, like blank or persistent "ghost" forms. For this reason, we don't recommend removing a form manually unless specifically instructed to do so, or you fully understand where the data comes from and how that form 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 the prior year's return. Instead, see Removing a Schedule C business that transferred over from last year's return.

If you are not certain which version of TurboTax you are using, see Which version am I using?

Tips and tricks for manually deleting forms in TurboTax

 Here are some general tips and tricks to use when deleting forms--

  • Form 1040, 1040A, and 1040-EZ. Although you can manually delete these forms, it is generally not a good idea. If you are using TurboTax Online, try starting over again instead.
  • Parent/Child Forms. Sometimes forms come in pairs. For example, a Schedule E (the "parent" form) may be tied to any number of different rental property forms (the "child" forms). If you want to delete the parent form, always delete the child forms first.
  • IRS Forms vs. TurboTax Forms (aka What Form?). Sometimes there is no IRS form associated with what you are trying to delete, and by extension there is no summary view. A good example is dependents. There is no specific IRS form associated with a dependent, but if you want to delete a dependent (maybe because you want to reenter the dependent's information), you can do so manually because there is a TurboTax form you can delete.
  • TurboTax Online vs. TurboTax CD/Download. It is much easier to both troubleshoot form problems, and delete forms, when using TurboTax CD/Download. Yes, it will cost a little more, but depending on the type of problem you are having, it may save you a lot of time.

How do I manually delete forms in TurboTax Online?

 To delete a specific form in TurboTax Online, please follow these instructions--

  1. After signing in to TurboTax Online, click the Home tab.
  2. Near the bottom of your screen, towards the left side, select Delete a Form.
  3. Click the Delete link to the right of the form you wish to delete.
  4. On the next screen, click Delete Selected Form to confirm.
  5. Click Continue. You'll return to the screen showing the list of forms, where you can delete additional forms if needed.

How do I manually delete forms in TurboTax CD/Download, Windows?

 To delete a specific form in the Windows version of TurboTax CD/Download, please follow these instructions--

  1. Open your tax return and then switch to Forms mode.
  2. In the left pane, select the form you want to remove by clicking its link.
  3. In the right pane, click the Delete Form button at the bottom of the window. Click OK to confirm removal.
  4. TurboTax will list other forms, if any, that supply information to the form you just deleted. ClickDelete Listed Forms to remove these related forms.

How do I manually delete forms in TurboTax CD/Download, Mac?

To delete a specific form in the Mac version of TurboTax CD/Download, please follow these instructions--

  1. Option #1
    1. In TurboTax, at the top left of the window, click Forms.
    2. The forms in your tax return are listed in the Tax Returns column on the left side of the window. Select the form you want to delete. 
    3. Hit the Delete button on your keyboard.
    4. Click Remove to confirm.
    5. TurboTax will list other forms, if any, that supply information to the form you just deleted. Click Delete Listed Forms to remove these related forms.
  2. Option #2
    1. In TurboTax, at the top left of the window, click Forms.
    2. The forms in your tax return are listed in the Tax Returns column on the left side of the window. Select the form you want to delete. 
    3. On the menu bar, select Forms, then Remove Form.
    4. Click Remove to confirm.
    5. TurboTax will list other forms, if any, that supply information to the form you just deleted. Click Delete Listed Forms to remove these related forms.
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