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Level 2
posted Apr 10, 2023 12:24:37 AM

Please help with disconnecting a financial account from Turbo Tax.

Greetings,

 

I've run into an issue with filing my taxes due to an error. I answered a question incorrectly for the schedule c portion of the taxes. The question was regarding my investment being at risk for my self employment. I've tried recruiting help so many times, and I was even on the phone with a Turbo Tax agent for over two hours yesterday trying to rectify this matter. I think I need to disconnect my bank account from turbo tax and then prompt the system to allow me to re-enter my bank account information. Turbo Tax asked me to sign into my bank account for the system to collect information about deductible expenses for my self-employment. 

 

The system says "Looks like you've already connected to your account for another line of work. You'll have to manually enter your expenses for this one." I'm not trying to add expenses for another line of work. I've been trying to correct the question about my investment being at risk since sometime during March. A representative said that I might be able to re-enter the question by deleting my bank account information and 1099 from the website, and then re-adding it. After answering the question incorrectly about my business investment being at risk, my tax return amounts for state and federal were drastically decreased. Please help me, as I've spoke with several agents and I even have another question posted in the community to receive help with this issue. 

 

Thanks in advance!

MM

1 16 7837
16 Replies
Expert Alumni
Apr 10, 2023 7:15:27 AM

You need to delete your Schedule C from your return completely then you should be able to re-enter everything.  You'll need to re-enter your income as well as your expenses.

 

To delete a specific form in TurboTax Online you can follow these steps:

  1. Within your return, click on Tax Tools in the black menu on the left side of the screen.
  2. Click on Tools.
  3. Click on Delete a Form
  4. Scroll down to your form and click Delete.
  5. Under Federal in the black menu bar click Wages & Income to get back into your tax returns.
  6. Enter the form for your self-employed income to start over.

 

To do this in TurboTax Desktop you can follow these steps:

  1. Within your return, click on the Forms icon in the upper right of the screen to switch to Forms mode.
  2. Scroll down in the menu bar on the left and select your form.
  3. Click the Delete Form button at the bottom left of the preview screen.
  4. Confirm the deletion then click the Step-by-Step icon in the upper right of the screen.
  5. Enter the form for your self-employed income to start over.

Returning Member
Feb 17, 2024 7:45:15 PM

I followed these directions and it is not working. When I got to step 5 I still see "Self-employment income and expenses" option under "Your income and expenses" and I'm still getting the message" Looks like you’ve already connected to your accounts for another line of work. You’ll have to manually enter your expenses for this one. I even tried clearly history and cache. Please help!

 

To delete a specific form in TurboTax Online you can follow these steps:

  1. Within your return, click on Tax Tools in the black menu on the left side of the screen.
  2. Click on Tools.
  3. Click on Delete a Form
  4. Scroll down to your form and click Delete.
  5. Under Federal in the black menu bar click Wages & Income to get back into your tax returns.
  6. Enter the form for your self-employed income to start over.

Expert Alumni
Feb 17, 2024 8:40:11 PM

The option for Self-Employment Income and Expenses will always be there.   When you click on it, there should be no business listed if you deleted the Schedule C.   After clicking on SE income and expenses, you should have the option to start a new Schedule C - by adding another line of work.   

Returning Member
Feb 17, 2024 8:51:02 PM

I am able to do a new schedule however I keep getting the same message below. I cannot entered the expenses. I should be able to disconnect my financial account and disconnect it 

 

Looks like you’ve already connected to your accounts for another line of work. You’ll have to manually enter your expenses for this one”

Expert Alumni
Feb 21, 2024 7:25:34 AM

Were you able to solve your issue? If you are using the online version, try closing TurboTax, clear your Cache and Cookies, and reopen TurboTax.    

   

If not, please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service  

New Member
Feb 25, 2024 8:34:07 PM

I have the same issue, any resolutions? Thank you

Returning Member
Feb 25, 2024 8:52:20 PM

No, no resolutions. I guess need to call CS.

New Member
Mar 6, 2024 1:36:30 PM

Hello 

Did you found any solution for this? I am facing same issue.

Expert Alumni
Mar 11, 2024 6:57:14 AM

Have you tried deleting your schedule C and re-entering it as suggested above?

 

@jazibilal 

New Member
Apr 14, 2024 12:07:53 PM

I'm still having this issue:

 

Deleted Schedule C and my business line from TurboTax online, when I go back in and add the business again it states "Looks like you’ve already connected to your accounts for another line of work. You’ll have to manually enter your expenses for this one."

 

The only option I have left is to forego the hours and hours of work I've already done and delete the entire filing, which I don't want to do.  Somehow, somewhere, turbotax is storing your initial line of business even after it's fully deleted.

 

I need answers to this and quick, what a nightmare.

Expert Alumni
Apr 16, 2024 12:44:53 PM

A related issue about disconnecting a bank account from Schedule C has been identified and is under investigation. Go to this article to sign up for updates: Why am I seeing "Needs review" by my self-employment expenses that I cannot edit or remove?

 

Your other option is to transfer your return to TurboTax for Desktop. See this post for more help: How do I switch from TurboTax Online to the TurboTax software? If you choose this option, contact TurboTax Support and ask for a free download due to the unresolved program issue.

 

@gr8nessrulz 

@RGoose18 

Returning Member
Feb 2, 2025 6:46:38 PM

Did you ever figure out how to fix this? Dealing with the same thing. Deleting it in Tools doesn't resolve this issue of having to manually enter expenses.. 

Expert Alumni
Feb 10, 2025 11:53:25 AM

To manage your linked financial accounts:

  1. Go to Tax Home.
  2. Select Documents from the left menu.
  3. Choose Linked Accounts
  4. You can connect to your financial institutions here. Once connected, you can select an institution and see a switch for auto-imports, if available.

@armindzanic 

Level 2
Mar 3, 2025 6:12:25 AM

This doesn't work. I deleted everything, nothing is showing under linked accounts even though it is telling me my accounts are linked. What a joke

New Member
Apr 10, 2025 7:25:35 PM

This is still an issue and is causing manual entry of thousands of business expenses. Please please help. 

New Member
Apr 13, 2025 11:54:51 AM

Hey Yall might not help now, but I found a solution to:

( looks like you've already connected to your accounts for another line of work. you’ll have to manually enter your expenses for this one)

If you navigate to the Tax Tools/tools you will get a pop up, in that list select Clear & Star Over instead of delete a form...  This will will start a fresh instance from the start.  deleting any info you've added.. its inconvenient but  it worked  for me