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March 29, 2025
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Do you still need these forms? I have two 1099-div and -int docs from companies I still work with. Will this remove this years or only last years?

  • March 29, 2025
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I auto imported this years documents. It does say that they transferred from the previous year. Nothing from the previous year should impact this year, only the new auto-imported documents. But I don't know which it is going to remove... Can anyone tell me if I should remove them which is the default option?
    Best answer by SharonD007

     If you imported the same forms from your financial institution that have transferred into TurboTax from last year, you can say "NO" to the question "Do you still need these forms?" If you delete the forms, that's all that you are deleting.  You aren't deleting any data.

    1 reply

    SharonD007
    March 29, 2025

     If you imported the same forms from your financial institution that have transferred into TurboTax from last year, you can say "NO" to the question "Do you still need these forms?" If you delete the forms, that's all that you are deleting.  You aren't deleting any data.

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