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March 10, 2025
Question

How can I get rid of a financial institution on my form? TD Ameritrade was sold and had no taxable event to generate a 1099.

  • March 10, 2025
  • 1 reply
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1 reply

March 10, 2025

You can delete the 1099 Form as follows:

 

1. Choose the Tax Tools option on your left menu bar while working on your return

2. Choose Tools

3. Choose the Delete a form option under Other Helpful links 

4. Find the 1099 form in the list of forms and delete it

 

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