How do I delete Forms?

Most forms in the program are removed automatically when you delete the information that created them. For example, if you remove an income entry or tax situation, the related form usually disappears on its own.

However, some forms must be deleted manually.

Forms That Require Manual Deletion

The following forms are common examples that must be removed manually:

• Form 2441 (Child and Dependent Care Credit)
• Form 1099-R

If one of these forms is no longer needed, you can delete it directly from your return.

How to Delete a Form

1. Go to the section of your return where the form appears.
2. Select the three-dot menu (⋯) next to the form.
3. Choose Delete.

The form will be removed from your return.

Deleting Forms Carried Over From a Prior-Year Return

If a form transferred into your current return from last year's tax return:

1. Navigate to the form in question.
2. Select the three-dot menu (⋯) next to the form.
3. Choose Delete.

This removes the transferred form from your current return.

If the Delete Option Is Missing

Sometimes the three-dot menu does not display a Delete option. When that happens, the form cannot be removed directly.

To clear the form:

1. Open the form.
2. Remove each entry or data field associated with the form.
3. Continue until all information has been deleted and the form is blank.

Once the underlying information is removed, the form may no longer appear in your return.

How to Remove a Spouse From Your Return

If you need to remove a spouse from your tax return, you'll need to change your filing status to one that does not include a spouse.

1. Go to Basic Information.
2. Select Filing Status.
3. Change your filing status to an eligible option that does not include a spouse, such as:
   • Single
   • Head of Household (if you qualify)
   • Qualifying Surviving Spouse (if eligible)
4. Save your changes.

After your filing status is updated, your spouse's information will be removed from the return.

Keep in Mind

Many tax forms are generated automatically based on the information entered in your return. If a form reappears after you've deleted it, check for related entries elsewhere in your return that may still be triggering the form.