Question

How do I delete a linked financial account? No option to delete or remove.

Forum|Forum|2 years ago
March 9, 2024
1 reply
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I linked my minor's 1099-DIV to mine but since they made below the required reporting criteria I'd like to delete this account since they are almost of age. However, when I go to documents and linked accounts I see the linked account but there is not an option to delete or remove it. How do I do this?

TurboTax Free Edition Online

AmyC

Leave the documents area. You need to go into the return. Go to the income section and locate your 1099-DIVs. You will see a list and you can delete from there. You can check your forms to be sure it is gone and delete through forms, if necessary.

If you are using:

Online: see How do I view and delete forms in TTO?
Desktop: If you are working in the cd/download TurboTax program:
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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