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Turbotax desktop user. How to avoid Turbotax saving my tax documents online?

I am a long-time Turbotax desktop user. Starting from last year, Turbotax requires an online account to use the desktop edition. I read online that Turbotax will not save tax documents online. I just found Turbotax saved some of my documents online. Those documents are forms imported from other sources, including W-2 forms. I don't want to save them online. I have them saved locally. I am not happy that Turbotax didn't specifically tell/warn me about this.


Is there a way to stop Turbotax from saving my documents online when I use its desktop software?

 

Also, on the website, there is no delete option associated with those documents. You can only download them. Is that the precondition to using the Turbotax desktop edition?

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7 Replies

Turbotax desktop user. How to avoid Turbotax saving my tax documents online?

This is the first I have ever heard of TurboTax storing imported documents online.  Is there a specific TurboTax website showing the documents?

Turbotax desktop user. How to avoid Turbotax saving my tax documents online?

@DoninGA @Anonymous 

 

Yeah, a long discussion in here a month ago about that.

 

See my pictures that show where they show up in a download user's "Intuit" account.

If you use desktop.....you'll find them there...even if you don't want TTX to store them:

 

Re: Unable to remove document from the Documents tab

_______________________

TTX really needs to STOP doing that...and if the moderators haven't seen that older post yet, somebody there needs to get on INTUIT's case, as this is absolutely WRONG...IRRESPONSIBLE..... (I'm certainly P.O.'d too!!)

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Turbotax desktop user. How to avoid Turbotax saving my tax documents online?

@SteamTrain Thanks...I must have missed that discussion.  Looks like we need to get some more information from TurboTax on why they are doing this and why they have not informed the users about this new "feature".

Turbotax desktop user. How to avoid Turbotax saving my tax documents online?

@DoninGA    Pleaaaase make sure the Moderators see that older post.

 

When I looked at my list, it includes a lot of stuff back to 2016.....except for 2017 and 2019 that are missing.

 

Problem for many of us helpers, is that some of us use both Desktop, and also have some "Online" test accounts.  So I really can't tell which platform the forms came from (or both).    But I have never saved anything into the My Docs area of my Online test tax files either.   

 

Whichever they came from, to not have a delete selection....nor an option to NOT have them stored in the first place is really bad questionable programming.   The fact that they haven't told ANY of users what they are doing is  (endless Curse words)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Turbotax desktop user. How to avoid Turbotax saving my tax documents online?

@SteamTrain Done...both posts are in the message to the Moderators

Turbotax desktop user. How to avoid Turbotax saving my tax documents online?

I have the same issue. they're in my account under documents. I have never used online to prepare my returns and never consented to have Turbotax store imported docs on its server. maybe complaining to the FTC and lawsuits will stop this

 

Turbotax desktop user. How to avoid Turbotax saving my tax documents online?

@SteamTrain 

I just posted an answer on your link.

Just a FYI for this posting

I use TT Desktop only and I see Documents list there also.

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