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delete states in 2020

mikega
Level 2

how to delete states in 2020 ind tax that I no longer use

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1 Solution

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abctax55
Level 15

Globally?  The easiest thing is to just NOT install the states you don't want (or ONLY install the ones you do).  When installing the software, you get to select the specific states, for each module, that you want/need.  It's not difficult to add a state later on, so I pick only the ones I'm sure I'll need it.

Specific Client?  Client Information tab, upper left side under 'Returns'. Highlight the unwanted state, click on delete.  This action can't be undone, so be sure.

"Tax software is no substitute for a professional tax preparer"

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2 Comments 2
abctax55
Level 15

Globally?  The easiest thing is to just NOT install the states you don't want (or ONLY install the ones you do).  When installing the software, you get to select the specific states, for each module, that you want/need.  It's not difficult to add a state later on, so I pick only the ones I'm sure I'll need it.

Specific Client?  Client Information tab, upper left side under 'Returns'. Highlight the unwanted state, click on delete.  This action can't be undone, so be sure.

"Tax software is no substitute for a professional tax preparer"
George4Tacks
Level 15
Through windows, delete the program - Lacerte 2020 (2019?). This will not affect the data.
Reinstall, selecting only the states and modules you actually use. Make a list before you delete the program.

Here's wishing you many Happy Returns