turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill (OBBBA) on Jan 14! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I unlink a financial account?

I am not seeing the account settings option.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

6 Replies
JulieS
Expert Alumni

How do I unlink a financial account?

You can unlink a financial account in TurboTax. Here's how:

 

 

  1. Open your return.
  2. Select Documents on the left, then Linked accounts toward the upper right.
  3. You should see a list of accounts and the option to unlink them. 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How do I unlink a financial account?

The information provided is false: At the Linked Accounts page (reachable from Documents), there is a list of linked accounts but no way to delete them. This has been noticed by many users and is a security problem with Turbotax Online. Intuit-Turbotax really needs to fix this bug.

 

How do I unlink a financial account?

@JulieS can you please forward this thread to your security team: The inability to unlink financial accounts (despite what the steps you quoted say -- step 3 does not work for users) is obviously a major security flaw. Thanks!

KellyM4
New Member

How do I unlink a financial account?

I have found the linked account section under documents but there is no option to unlink the accounts.  Seems like an unlink option is just missing!  I need to switch to a different account in same financial institution but it keeps auto logging in to my first account.   Help!! 

CatinaT1
Employee Tax Expert

How do I unlink a financial account?

Please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How do I unlink a financial account?

Hi @CatinaT1  Customer support is not able to fix this issue: It is a software bug that need to be fixed by Intuit-Turbotax software engineers. So I need a way to get to those software engineers (I'm one myself), reaching customer support will not help. Any idea how to reach software engineering to report a bug? (This bug was not present in 2022 but appeared sometime before the 2023 tax season...)

Thanks!

 

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question