Is there a way to take a retirement form off so I can avoid upgrading my plan with turbo tax?

Yes, you can remove a retirement form in TurboTax without upgrading your plan. Here’s how to do it:

Steps to Remove a Retirement Form in TurboTax

1. Sign In: Login to your TurboTax account.
2. Navigate to Tax Tools: On the left-hand side, select "Tax Tools" from the drop-down menu.
3. Select Tools: Under "Other helpful links," choose "Tools."
4. Delete a Form: Select "Delete a form" and find the retirement form (e.g., Form 1099-R or Form 8880) you want to remove. Click "Delete" next to the form

• Impact on Filing: Removing the form should not impact your ability to file your return, as long as you do not have  to report any retirement income or contributions.