How do I view and delete forms in TurboTax Online? (2024)

SOLVEDby TurboTax10974Updated January 13, 2024

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:

  1. Sign in to TurboTax and open your return by selecting Continue or Pick up where you left off.
  2. In the left menu, selectTax Tools and then Tools.
  3. In the pop-up window Tool Center, chooseDelete a form.
  4. SelectDelete 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. 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. 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.

Was this helpful?

You must sign in to vote, reply, or post

How do I view and delete forms in TurboTax Online? (2024)

FAQs

How do I view and delete forms in TurboTax Online? ›

Sign in to TurboTax and open your return by selecting Continue or Pick up where you left off. In the left menu, select Tax Tools and then Tools. In the pop-up window Tool Center, choose Delete a form. Select Delete next to the form, schedule, and worksheet in the list and follow the instructions.

How do I delete files from TurboTax? ›

TurboTax saves tax data and PDF files in the Documents (or My Documents) > TurboTax folder on your PC. To move the return to your PC's Recycle Bin, go to Documents > TurboTax, select the file, and tap Delete on your keyboard (you can also right-click the file and select Delete).

How do I delete form 2441 in TurboTax online? ›

Select Tax Tools from the menu, followed by Tools. Select Delete a form in the pop-up. Scroll down the list of forms and select Delete next to Form 2441. Choose Delete Selected Form to confirm.

How do I delete a form on TurboTax Iphone? ›

Delete forms from app
  1. In the left side bar, select Tax Tools, then Tools.
  2. In the pop-up window Tool Center, choose Delete a form.
  3. Select Delete next to the form or schedule you'd like to delete.
Jun 3, 2019

How do I delete a state form in TurboTax? ›

Here's how to delete a state return in the TurboTax for Windows Desktop software:
  1. With your return open in TurboTax, switch to Forms Mode by selecting the Forms icon.
  2. From the File menu, choose Remove State Return. ...
  3. Select the return you want to delete and then select Remove.
  4. Answer Yes to confirm.
Dec 13, 2023

How do I edit TurboTax forms? ›

Filing an amendment with TurboTax

If you used TurboTax Online, simply log in to your account and select “Amend a return that was filed and accepted.” If you used our CD/download product, sign back into your return and select “Amend a filed return.”

How do I see all tax forms? ›

Get the current filing year's forms, instructions, and publications for free from the IRS.
  1. Download them from IRS.gov.
  2. Order online and have them delivered by U.S. mail.
  3. Order by phone at 1-800-TAX-FORM (1-800-829-3676)
Jan 8, 2024

How do I delete a return in TurboTax desktop? ›

Here's how to clear (delete) a state return in the TurboTax for Windows Desktop software:
  1. With your return open in TurboTax, switch to Forms Mode by selecting the Forms icon.
  2. From the File menu, choose Remove State Return. ...
  3. Select the return you want to delete and select Remove.
Dec 8, 2023

How do I Delete a TurboTax file and start over? ›

How do I clear all my tax info and start again?
  1. Select Do my own taxes and then Leave Full Service.
  2. Follow the prompts until you reach the Let's get to know you better screen.
  3. Select Tax Tools and Clear & Start Over. Then select Yes and Continue.
  4. You'll now be able to start over.
Feb 24, 2024

Can I Delete everything on TurboTax? ›

As long as you haven't paid your TurboTax Online fee (or registered for TurboTax Free Edition), you can clear any data you entered. (Fees paid through Pay With My Refund and prepaid codes also count as "paid.")

How do I Delete form 8995 in TurboTax? ›

Open the tax return in your software and navigate to the Forms section. Locate form 8995 and click on it to open it. Once the form is open, look for the delete button and click on it to remove the form.

How do I Delete form 8880 from TurboTax? ›

Form 8880 is auto-generated. It cannot simply be deleted. To cause TurboTax to remove Form 8880 from your tax return, indicate in the Retirement savings contributions credit section that you were a full-time student.

How do I remove form 2555 from TurboTax? ›

Here's procedure for deleting unwanted forms, schedules, and worksheets in TurboTax Online:
  1. Open your return in TurboTax. ...
  2. In the upper right corner, click My Account > Tools.
  3. In the pop-up window, select Delete a form.
  4. Click Delete next to the form/schedule/worksheet, in this case Form 2555 (foreign income)
Jun 6, 2019

How to delete form 8915 f TurboTax? ›

Open or continue your return in TurboTax. In the left menu, select "Tax Tools" and then "Tools". In the pop-up window Tool Center, select "Delete a form". Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

How do I edit a form on TurboTax? ›

If you used TurboTax Online, simply log in to your account and select “Amend a return that was filed and accepted.” If you used our CD/download product, sign back into your return and select “Amend a filed return.” You must file a separate Form 1040-X for each tax return you are amending.

How do I Delete form 2555 T on TurboTax? ›

To Remove Form 2555-T in TurboTax Online:
  1. Go to "My Account" in the top right corner.
  2. Select "Tools"
  3. Under "Tools Center" select "Delete a Form"
  4. Navigate to "Form 2555-T" and select "Delete" next to it.
Jun 4, 2019

Top Articles
Latest Posts
Article information

Author: Roderick King

Last Updated:

Views: 5647

Rating: 4 / 5 (51 voted)

Reviews: 82% of readers found this page helpful

Author information

Name: Roderick King

Birthday: 1997-10-09

Address: 3782 Madge Knoll, East Dudley, MA 63913

Phone: +2521695290067

Job: Customer Sales Coordinator

Hobby: Gunsmithing, Embroidery, Parkour, Kitesurfing, Rock climbing, Sand art, Beekeeping

Introduction: My name is Roderick King, I am a cute, splendid, excited, perfect, gentle, funny, vivacious person who loves writing and wants to share my knowledge and understanding with you.