Unable to remove document from the Documents tab

Forum|Forum|1 year ago
October 7, 2024
75 replies
495 views

I am using the desktop version of Turbo Tax and I logged in to my online account to get some receipts for my e-filing. I saw a Documents section that has my W2 that I am not sure how it got there since I use the desktop.

The only available option is Download. How to delete from there. Thanks

Anonymous_

Level 15

No text available

SteamTrain

Level 15

@Anonymous_

Any chance you can get the other Champs and yourself to discuss this with the Moderators in the private discussion area?

Kind-of hiding these files in the cloud, unbeknownst to the vast majority of users, just seems wrong. Having a delete selection, seems critical. Opt-out by default should also be SOP for the software. (Yeah, my opinion)

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

Anonymous

Just got of the phone again with support and this time I was so lucky to get someone who saw this as a concern. We were on the call for over an hour. I was able to demonstrate how the import option uploads those document and deleting the imported documents from the desktop, does not delete in the online account. They now have an investigation case opened and will update as progress are made. Will keep you posted.

id453

Level 6

To all,

I too see Documents listed in my TurboTax account.

I have used TT Desktop version only.
Never did any of my taxes using TurboTax online.

There is no way to delete any of those older documents.

VolvoGirl

Level 15

I went looking around in my Account. I don't have anything in the Document section but I don't import anything. I did see under Data & Privacy there is a Delete section. Maybe you can delete it from there?

id453

Level 6

@VolvoGirl

Saw that.
It seems like if you delete your info you might be deleting your account.

Unless someone can further explain what is deleted there, I will leave it alone for now.

Thanks

loother

Level 2

I called support as well and got no help.

tuandavidvo

Level 3

It'd been a month+ now and still, Turbo Tax / Intuit doesn't care.

loother

Level 2

I need to keep this thread a live lol.

lookatthis

Level 2

Very upset, it is storing my 1099-B form without giving any option to delete, this is serious issue and go agains the agreements of turbotax desktop.

@People- please upvote this thread

@Turbotax - please provide a delete option

flyingmooseman

Level 2

Solved!
I too have 1099s from this year on the documents page online on the intuit account page. If I use the left menu, overview and then documents, I get my 1099s with no way to delete them.
Instead if I select left menu, overview, then right menu, Quick actions, manage subscription, select turbo tax,
then Turbo tax online 2023 (I didn't do an online in 2023), tax returns and documents and now the same documents are available with the three dots, downloade, edit and delete.
Hope this helps.
Blue skys!