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February 3, 2024
Question

How to Delete K1 WITHOUT Upgrading

  • February 3, 2024
  • 2 replies
  • 0 views

Hi, I am having difficulty with deleting a K1. I received a K1 last year but will not be receiving one this year. I cannot delete the K1 line item without upgrading to a more expensive product that I do not need, as I will not get a K1 this year. There is a hard stop preventing me from completing my order due to the K1 line item. Please let me know how I can delete the K1 line item WITHOUT upgrading. I have tried searching for K1 but it will not let me click YES to review K1/Qwhatever forms without upgrading. Thanks.

2 replies

DoninGA
Employee
February 3, 2024

You should be able to delete the Schedule K-1 without having to upgrade

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

VolvoGirl
Employee
February 3, 2024

One way that might work is to start over and not transfer from 2022.  But that would clear everything out.  If you try that then let me know if it works.  

 

There is a tricky way to clear out transferred info in the Online version. But doing this will also clear out all your current entries. Go to Tax Tools -> Tools -> Transfer from your computer -> Continue -> then Continue without transferring.