How to delete documents from TT online account?

Forum|Forum|1 year ago
March 27, 2025
2 replies
0 views

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?

TurboTax Free Edition Online

JotikaT2

Employee Tax Expert

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

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

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

Anonymous

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?

DoninGA

Level 15

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

@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

Anonymous

Hi, I don't have any of these options listed. I'm using online version.

CatinaT1

Level 15

If you are sure you don't need this form, you can delete it.

If you are using:

TurboTax Online: see How do I view and delete forms in TurboTax Online?
TurboTax Desktop:
1. On the top right, there is a FORMS button.
2. Click on FORMS.
3. Locate the form you want to delete.
4. Click on the form name.
5. Below the form, bottom left, select DELETE FORM button.

Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.

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