Use this guide when there is a form in the return that cannot be removed. You can delete a form by changing its status in the Interview sheet or by removing the Interview form directly from the Forms Tree. You may also remove the form directly from the Loaded Forms window by clicking the X icon next to the form (Online) or by right-clicking the form and selecting Remove (Desktop).
Why deleting a form is important
Removing an unneeded form helps keep the tax return accurate, prevents duplicate entries, and makes it easier to review the forms that should remain in the return.
Step-by-step instructions
- Open the tax return and go to the Forms Tree.
- Select the Interview sheet.
- Find the question about the form you want to remove.
- Answer the question with NO.
- If the form is not removed by indicating NO, attempt to remove the form from the Forms Tree window.
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