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Anonymous

Question

Unable to remove document from the Documents tab

Forum|Forum|1 year ago
October 7, 2024
7 replies
0 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.*

id453

Level 6

Hi Brittany. I understand exactly what this post is about. Go back and read my post closely. The link you provided. is about deleting Documents from the Desktop version on Windows. If you click on the link you provided, here is the header of what you get:

How do I delete a tax return that was created in TurboTax Desktop for Windows?

BUT, we are all talking about Documents sitting online on our Intuit accounts that we didn't put out there, but were put there by you guys somehow as we did our tax processing on our TurboTax Windows desktop software. We just want to be able to delete those online Documents that we never wanted out there in the first place. You currently have no way for the user to do that. You do have a way to mysteriously make the documents disappear, because my 1099 documents that were out there 2 days ago have now disappeared without any explanation to me. This is very sloppy and makes your account security very suspect.

@txmx

Question.

Have you downloaded your 1099's for the tax year 2024 yet?

As I mentioned above, only my 2024 1099's are showing.

It looks like they removed all of the old ones.

If you download the PDF 1099 version from your Financial Institutions there is no need to have the old ones on your TT account. Except to do current years taxes.

When you do your TT 1040's always keep a copy that is sent via e-file and one with the worksheets as a PDF.

As always save copies not just on your computer but back them up either on a CD or use an online backup service.

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!