How do I delete Forms?

Most forms in the program are automatically removed when you delete the information that generated the form.
However, certain forms must be removed manually.

🗑️ Forms That Require Manual Deletion

Some forms—such as:

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

…must be manually removed by the user. 

How to Delete These Forms

1. Go to the area where the form appears in your account.
2. Select the ⋯ three‑dots menu next to the form.
3. Click Delete to remove it.

🔄 Deleting Forms Pulled From a Prior-Year Return

If a form carried over from the previous year:

1. Open the form.
2. Select the ⋯ three‑dots menu next to the form.
3. Choose Delete.

⚠️ If the Delete Option Does Not Appear

If the 3‑dots menu does not show “Delete,” you will need to remove each entry manually until the form is blank. 

👤 How to Remove a Spouse From the Return

If you need to remove the spouse from the return:

1. Go to Basic Information.
2. Select Filing Status.
3. Change your filing status to one that does not include a spouse
   • (e.g., Single, Head of Household, or Qualifying Widow(er), depending on eligibility).
4. Once the filing status changes, the spouse's information will be removed from the return.