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What exactly happens if I delete my Data from Intuit Turbotax?

I have used Turbotax Desktop to file my taxes for many years.  I DO NOT use the online version of Turbotax to file.  I recently downloaded my data from Intuit/Turbotax to see what data was in their records.

 

There was nothing in that data that I want to delete except one single .pdf file of a tax form from many years ago that has my social security number on it and I do not want on file in my data.  I don't need that form as I have my own copies of it and it is very old so likely will never be needed anyway.

 

As far as I know there is no way to request deletion of just that form which is what I would like to do.

 

So is my only option to delete everything?  And if I do delete everything, does that mean I lose the Intuit/Turbotax account?  Does it mean that I can't use Turbotax Desktop to file next year the way I usually do each year using that account or that I will have problems doing that?

 

After reading everything I saw about what happens if I request to delete data I am still unclear what happens if I do.  I want to delete that single document, I don't want to have problems filing with Turbotax Desktop next year.

 

Thanks for any help sorting this out.

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3 Replies
M-MTax
Level 15

What exactly happens if I delete my Data from Intuit Turbotax?


@TurboLover2 wrote:

I want to delete that single document, I don't want to have problems filing with Turbotax Desktop next year.


That should have no impact. Since you use a desktop version of TurboTax, all of your data is contained in your .tax file that you saved on your computer (or other media) and will transfer into next year's return. Nothing stored online is relevant in that regard.

What exactly happens if I delete my Data from Intuit Turbotax?

@M-MTax 

 

Thank you for your response.

 

Right, but if I delete my data does that mean I lose my online account?  As I recall from filing through Desktop you need to have an active online account to file.

 

When I started the process to delete the data it said something like "We will sign you out of your account one last time." leading me to think that my account will disappear, which I don't want since I need to use it to file.

 

The worst case scenario is finding out at the last minute when I have the return done that I can't file it because deleting my data in the last year eliminated my account or caused some other kind of filing problem.

M-MTax
Level 15

What exactly happens if I delete my Data from Intuit Turbotax?


@TurboLover2 wrote:

Right, but if I delete my data does that mean I lose my online account? 


No, you're not deleting your account, you're deleting data that is online. You need an account but do NOT need to store any of your tax data online.

 

To the best of my knowledge, in fact, you cannot actually delete your account without some sort of intervention by Intuit personnel; you can only delete any data stored online.

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