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How to delete a form that was auto filled from prior year?

allen1
Level 1
 
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Just-Lisa-Now-
Level 15
Level 15

CTRL + W then click Yes

This is assuming youre using Professional...you neglected to include which version of PS youre using.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

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8 Replies 8
Just-Lisa-Now-
Level 15
Level 15

CTRL + W then click Yes

This is assuming youre using Professional...you neglected to include which version of PS youre using.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

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IRonMaN
Level 15
It must be one of those forms that has hanging information so it doesn't just disappear like allen was hoping.  Either that or allen just doesn't like any kind of birds.
ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
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Marc-TaxMan
Level 8
you try to help some people
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allen1
Level 1
It is a state refund for a student who didn't receive a tax benefit. Answer must be to create a new client?
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Just-Lisa-Now-
Level 15
Level 15
The refund carried over from 2017?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Just-Lisa-Now-
Level 15
Level 15
You have 2 choices....enter the 2017 information on the state refund worksheet in the section titled   2017 Federal Form 1040 Information Smart Worksheet, that will compute if he got any tax benefit or not.
or
If youre sure he got no tax benefit, Use the button at the top the state refund worksheet to go to the carryover worksheet and just delete the state refund showing in there.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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allen1
Level 1
Thanks, I deleted the federal carryover WS. He only had 2 thousand of salary income in 2017.
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Just-Lisa-Now-
Level 15
Level 15
:+1::+1:

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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