How do I get rid of an investment sold several years ago but still in TurboTax memory?

Forum|Forum|1 year ago
March 30, 2025
1 reply
0 views

This same problem happens every year. Why does TurboTax keep bringing it up?

SharonD007

Can you please clarify the type of the investment that you sold but it continues to transfer to TurboTax?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

steveglor1Author

It was limited partnership units in an entity called Oaktree Investment Partners. By the way, Oaktree no longer exists as it was acquired by some other entity years ago.

PatriciaV

Employee

Deleting the form(s) from your return should solve this problem. Be sure you delete any form or worksheet that relates to this Schedule K-1, including any in your state tax forms. The federal worksheet is named "K-1 Partner [name of investment]."

If you are using the Desktop version of our software:

Click on Forms in the upper right of your screen.
Find the relevant form on the left hand side of your screen in the Forms in My Return list.
Click on the form (note, there may be one for both taxpayer and spouse if married filing jointly).
Click Delete Form button at the bottom of the screen.
Click Yes to confirm you want to delete.

If you are using TurboTax Online:

Login to TurboTax and click on Continue your return to get into the prep section.
Click on Tax Tools in the left column.
Click on Tools.
In the list at the bottom, click on Delete a form.
Click Delete next to the relevant form.
Click Delete Selected Form to confirm deletion.