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To update or delete information you imported in TurboTax Online:
In the TurboTax CD/Download software, you can delete imported items as follows:
Caution!
Changing information you imported can be problematic. For example, if you're audited you'd have to explain why the numbers on your return differ from the original data source. If you must update or delete items, be sure to keep detailed notes with your tax records.
For Quicken, QuickBooks, and .txf imports, it's best that you update your data in those programs (rather than in TurboTax) before importing so that your books match your tax return.
If you've already imported your Quicken, QuickBooks, or .txf file, you can re-import the updated information by selecting the Replace option when prompted.
To update or delete information you imported in TurboTax Online:
In the TurboTax CD/Download software, you can delete imported items as follows:
Caution!
Changing information you imported can be problematic. For example, if you're audited you'd have to explain why the numbers on your return differ from the original data source. If you must update or delete items, be sure to keep detailed notes with your tax records.
For Quicken, QuickBooks, and .txf imports, it's best that you update your data in those programs (rather than in TurboTax) before importing so that your books match your tax return.
If you've already imported your Quicken, QuickBooks, or .txf file, you can re-import the updated information by selecting the Replace option when prompted.
This link to the TurboTax help page How do I update or delete something I imported into TurboTax? has information on how to delete imported information from TurboTax.
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