How to delete documents from TT online account?

[x111]

The documents, like W2, that I uploaded while using the online TT version in March 2024 are still in my TT online account. They are located in the "Documents" tab. There is a "Download" button but not a Delete button.

How do I delete these documents?

[JotikaT2]

You can delete these documents but will need to take a few steps to get to this function.

1. Log back into your TurboTax Online account.  
2. Select Documents from the left panel of the program.
3. Then, use the arrow on the main screen to the right of view documents from and select the applicable year.  
4. Once you do that, you should see a list of all the documents saved to your account for that specific year.
5. Select the 3 dots to the right of the applicable file.
6. Select delete to remove this document from your Online account.  

[mksmorol]

Hello,

I need to delete documents from TT. I am only allowed to Download them. There is no option to delete. How do I do this?

[JamesG1]

In TurboTax Online, you are able to remove documents or forms to clicking the trashcan icon to the right of the entry. 

In addition, in TurboTax Online, you are able to remove the form by following these steps:

• Down the left side of the screen, click on Tax Tools.
• Click on Tools.
• Click on Delete a form.
• Find the form listed and click Delete to the right.

In TurboTax Desktop, you are able to remove a form by:

• Selecting FORMS in the upper right hand corner of the screen.
• Select the correct form in the listing on the left side of the screen.
• Select Delete Form at the bottom of the screen.

@mksmorol 

[mksmorol]

These options are not available for me. I am located on my free verson of my Intuit account online. I selected the Documents folder. When I select a file there is only an option to Dowloand. There is no trash can or option to delete. 

[KrisD15]

Please clarify

Are you trying to delete something in your active tax return (Tax Year 2025) ?

If yes, have you filed that return yet?

If no, are you trying to delete a document from a prior tax year which you previously filed using TurboTax? 

[mksmorol]

Yes, I am  trying to delete a document from a prior tax year which you previously filed using TurboTax.

[MarilynG1]

Go to the "Documents" section in your account, select the tax year, and click the three dots next to the file to delete it. If you are trying to delete specific forms (like W-2s or 1099s) you uploaded, you can usually delete them within the "Tax Tools" -> "Tools" -> "Delete a form" section.

@mksmorol 

[ChiLinGems]

I am trying to delete a form in my current 2025 TT which has not been submitted. I am on the desktop version.

[DoninGA]

@ChiLinGems Click on Forms.  When in Forms mode, locate the items you want to delete on the left side of the screen.  Click on the item to open.  At the bottom of the page click Delete Form