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How do I delete the documents that I uploaded in the Documents section?

I saw the files at the Documents section that I uploaded but can't delete them
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12 Replies
MichelleLO
Expert Alumni

How do I delete the documents that I uploaded in the Documents section?

Please see the below TurboTax Help Article to assist you with deleting documents in TurboTax Online.

How do I view and delete forms in TurboTax Online?

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How do I delete the documents that I uploaded in the Documents section?

Or...do you mean things stored in the left-window "Documents" area.... below "Tax Home"?

_____

I don't have an answer to that, but someone else might.  (I've never used it)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

How do I delete the documents that I uploaded in the Documents section?

That is not the answer, my question is "How do I delete the documents that I uploaded in the Documents section?" not the forms that created by Turbo Tax.

How do I delete the documents that I uploaded in the Documents section?

@lungfuatx    I'm not sure the "Free" users have actual access to that section.

 

IF you uploaded files into the Documents section, during a prior year, when you were using one of the Fee-based versions, but are using "Free" this year....I don't know what happens.....whether you get full access without upgrading again or not.

________

@DoninGA    @Anonymous_ 

Do any of the Champs actually use the Documents/MyDocs section in the Online version to store Tax documents?  They may know how to delete what has been stored there.  OF course the issue with using "Free" this year by the OP might intrude.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

How do I delete the documents that I uploaded in the Documents section?

@SteamTrain Think this FAQ gives the answer.  If you are not using one of the paid online editions or Plus with the Free editions you do not have access to My Docs - https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/get-access-docs...

 

I do not personally use My Docs.

How do I delete the documents that I uploaded in the Documents section?

I'm using the Free Edition. If Documents Section is not covered in the Free Edition, Turbo tax should not allow the Free Edition User upload the file to the Documents Section. If they do, they should provide a way for the user to delete the file.

How do I delete the documents that I uploaded in the Documents section?


@DoninGA wrote:

I do not personally use My Docs.


Me neither.

How do I delete the documents that I uploaded in the Documents section?

Look like this is an an unsolvable problem.

How do I delete the documents that I uploaded in the Documents section?

I'm have the same problem, unable to delete documents from Documents section in my intuit.com account

x111
Level 3

How do I delete the documents that I uploaded in the Documents section?

Same here!

Anonymous
Not applicable

How do I delete the documents that I uploaded in the Documents section?

It is impossible to delete documents! TurboTax online is the most horrid piece of software I have ever used. The desktop version was great. Used it for years, now they screwed everyone and can't use it. How can you have an online feature to upload documents and not allow deletion? Can't even figure out how to delete a company where it is filing as sole and not an S corp and the documents are wrong.  how do I even delete my account here? If you can't delete a document, you can't possibly have a secure service.

RobertB4444
Employee Tax Expert

How do I delete the documents that I uploaded in the Documents section?

You actually can delete documents.  The system just doesn't make it easy.  Essential documents that were uploaded and are necessary for tax preparation stay in the system so that they aren't accidentally removed.  But all personal and private secure data is owned by the customer.  So you can delete it, it just needs you to go through the hoops.

 

You need to submit a delete request through your Intuit account manager.

 

First,  login to your Intuit account here.

 

Second, select Data Privacy

 

Third, select Delete

 

Finally, select Make a Delete Request and fill out the form.  You'll tell the system what program and what data you want deleted and it will take care of it.

 

@Anonymous 

 

@lungfuatx 

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