3394597
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How to clean up Documents on my Intuit Account? Will "Data & privacy - Delete" remove my registered TurboTax Desktop products?

When I was using TurboTax Desktop 2023, I tried importing the Charles Schwab tax forms, which requires logging into my Intuit Account before connecting to Charles Schwab. After I was done, I realized those forms were also uploaded to my Intuit Account, under the Documents tab:

Screenshot01.jpg

 

While it's great that my files have backup copies, there are two issues with this experience:

1. Every time I import, even if it's the same forms from the same financial institutions, will result in new copies being uploaded here.

2. There is not an option to delete the files, so I can't clean up my Documents.

 

So I looked around and found a data deletion functionality under Data & privacy, which looked like this:

Screenshot03.jpg

Question 1: Based on this text, I'm not too sure whether this will delete all my Documents as well? It merely lists tax return + W-2 + audit assistance.

Question 2: If I initiate the data deletion request, it won't delete all my linked license codes right? By "linked license codes" I mean all the past TurboTax Desktop versions I've linked to my Intuit Account under "Products & billing".

Screenshot02.jpg

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

How to clean up Documents on my Intuit Account? Will "Data & privacy - Delete" remove my registered TurboTax Desktop products?

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question