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Question

How can I access the summary screen to delete an unnecessary form?

Forum|Forum|11 months ago
May 2, 2025
1 reply
0 views

Where is the summary screen?

Here's how to get to the summary:

Log in to your tax return at TurboTax.com;
Click on Tax Tools on the left side of the screen (you may need to click on Continue in the center first);
Click on Tools;
In the box that pops up in the center;
click on View Tax Summary

If you want to delete a form:

If you are using:

TurboTax Online: see How do I view and delete forms in TurboTax Online?
TurboTax Desktop:
1. On the top right, there is a FORMS button.
2. Click on FORMS.
3. Locate the form you want to delete.
4. Click on the form name.
5. Below the form, bottom left, select DELETE FORM button.

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