topic Re: Unable to remove document from the Documents tab in After you file

Unable to remove document from the Documents tab

Anonymous — Mon, 07 Oct 2024 13:51:09 GMT

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

Re: Unable to remove document from the Documents tab

Anonymous_ — Mon, 23 Dec 2024 16:57:48 GMT

Re: Unable to remove document from the Documents tab

Anonymous — Tue, 08 Oct 2024 13:56:46 GMT

Thank you!

I contacted support and they were unable to help. I explained to them that ai never uploaded any documents but they insisted that I must have done it.

I will call them again as I was able to duplicate the issue. The documents gets uploaded yo their site if you are using the desktop version and you select upload the W2 from your computer vs importing from the provider.

That is a security concern in my opinion. If I am importing into the desktop, why would it upload it to their site, there is a reason I am using the desktop version.

Re: Unable to remove document from the Documents tab

SteamTrain — Tue, 08 Oct 2024 17:01:46 GMT

@Anonymous @Anonymous_ And anyone else:

Interesting. I've never seen or noticed that section.

We're not talking about the "Documents" selection within an actual Online tax account...BUT...a separate section within the actual Intuit Account page. Logging into your "Intuit Account" there is a Documents selection that shows a whole bunch of stuff....and no "Delete" selection if you don't want the stuff in there.

Problem for me is that I have a bunch of test "Online" tax files, for which I've never uploaded any files into the Online tax file "Documents" selection, but I have imported a bunch of tax forms into the both the actual Online and Desktop tax program files (as we all normally do each year)....so I have no idea which of these tax programs (Online or Desktop or both), that these files came from......but there they are.

So TTX does need to have a way to Delete these files from that directory if an individual doesn't want the file in there. Especially for us "Desktop" users who trust our own on-computer storage over the "cloud".

Unless, for some reason they are inextricably linked to your active tax files in some strange way?? That would be just weird.

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Re: Unable to remove document from the Documents tab

Anonymous — Tue, 08 Oct 2024 18:32:36 GMT

@SteamTrain @Anonymous_

That is correct. This is the exact section.

I am questioning why importing documents to the desktop version would upload them to the Intuit Account document section? They said they have no way to delete it. I am considering deleting the entire account I have had for years at this point.

What is also surprising is if you upload document thru the online tax application, you are able to delete them and it organize them in folder based on the year you are selecting

Re: Unable to remove document from the Documents tab

SteamTrain — Tue, 08 Oct 2024 19:23:44 GMT

@Anonymous

@Anonymous wrote:
@SteamTrain @Anonymous_
................ They said they have no way to delete it. I am considering deleting the entire account I have had for years at this point...........
.

Except that, with the recent changes in the way you verify your desktop copy (over the past few years)....I think you must have an Intuit account in order for the desktop software to work and be updated.

Re: Unable to remove document from the Documents tab

SteamTrain — Tue, 08 Oct 2024 19:32:16 GMT

@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)

Re: Unable to remove document from the Documents tab

Anonymous — Tue, 08 Oct 2024 20:16:00 GMT

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.

Re: Unable to remove document from the Documents tab

Anonymous — Sat, 12 Oct 2024 02:47:13 GMT

@SteamTrain @Anonymous_

Unfortunately I got nothing from support. They sent me instructions that does not work. THey said I should have 3 dots next to it where I can delete it but nothing exists. I will call again on Monday but I am planing to delete all my data with them and start fresh next year. They said that when importing docs into the desktop version, I am prompted to sing to my online account which was not the case and I imported another document and was not asked to sign. I think they are afraid to admit that it is a glitch.

Re: Unable to remove document from the Documents tab

TaxReturn747 — Sun, 10 Nov 2024 13:34:52 GMT

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.

Re: Unable to remove document from the Documents tab

VolvoGirl — Mon, 11 Nov 2024 00:48:28 GMT

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?

Re: Unable to remove document from the Documents tab

TaxReturn747 — Mon, 11 Nov 2024 13:10:04 GMT

@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

Re: Unable to remove document from the Documents tab

ychs — Tue, 19 Nov 2024 03:42:46 GMT

What is the support number that you called? Maybe we can all bombard them with the same question. This may be what it takes for them to understand that this is a serious issue. Thanks.

Re: Unable to remove document from the Documents tab

LaxRam — Sat, 11 Jan 2025 02:34:44 GMT

Even I noticed the same and trying to remove all my documents from the website but no luck. How in the world Turbo Tax stores our personal data in their website without our concern and what is the need for them to do this when we use desktop version.

Re: Unable to remove document from the Documents tab

tuandavidvo — Sat, 18 Jan 2025 23:09:28 GMT

I just found this out today and I am very upset

Re: Unable to remove document from the Documents tab

tuandavidvo — Sat, 18 Jan 2025 23:58:46 GMT

@DoninGA

Can you please take a look at the issue laid out in this thread. I think it is a serious security/ identity risk. They should not doing this. And they should have option to delete.

Thanks

Re: Unable to remove document from the Documents tab

DoninGA — Sun, 19 Jan 2025 00:03:00 GMT

@tuandavidvo This has been reported to the software support awhile back.

My curiosity is that this issue is not across the board for the 3 or 4 million desktop users. I am trying to figure out how those documents got loaded onto an online account

Re: Unable to remove document from the Documents tab

tuandavidvo — Sun, 19 Jan 2025 00:17:12 GMT

@DoninGA

Do you happen to know what was the outcome of the report you mentioned ? Obviously it was not fix. I need these document removed. And the ability to remove them.

Re: Unable to remove document from the Documents tab

DoninGA — Sun, 19 Jan 2025 00:30:33 GMT

@tuandavidvo It is not yet known when this issue will be corrected and give users the ability to delete the documents listed.

Re: Unable to remove document from the Documents tab

YuanZ — Mon, 20 Jan 2025 15:57:06 GMT

Hello,

Has it been fixed yet? I also found a few 1099 forms unexpectedly in my account from last years. This is definitely a serious security issue for me. It makes me very hesitant continue using TurboTax going forward.

Please escalate and get it fixed asap.

Thanks.