How do I delete the In-progress W-2 forms?
387 views | Last modified 11/3/2023 5:05:30 AM EST | Added by TaxBandits Team

In TaxBandits, you can always edit or delete the forms which are in In-Progress status. You can delete the In-Progress forms on two screens.

• 1099/W-2 Dashboard.
• Review & Select Service page.

1099/W-2 Dashboard:

Navigate to the 1099/W-2 option from the Dashboard. Select the Tax Year and the Business Name. In the left side, click the In-Progress Forms tab. All the In-progress forms related to the business will be displayed.

Under the Action column, click the three dots icon and select the option Delete. 

A confirmation pop-up will be displayed. Click on “Yes, I want to Delete” to delete the In-Progress form for a particular recipient.
If you want to Bulk Delete all the In-Progress forms, click Bulk Action, and select Bulk Delete Forms.

Review & Select Service page:

In Review & select Services page, you can delete the In-Progress forms. Under the Action column, click the three dots icon and select the option Delete.

A confirmation pop-up will be displayed. Click on “Yes, I want to Delete” to delete the In-Progress form for a particular recipient.

If you want to Bulk Delete all the In-Progress forms, click Bulk Action, and select Bulk Delete Forms.