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Anonymous

Question

Unable to remove document from the Documents tab

Forum|Forum|1 year ago
October 7, 2024
5 replies
0 views

I am using the desktop version of Turbo Tax and I logged in to my online account to get some receipts for my e-filing. I saw a Documents section that has my W2 that I am not sure how it got there since I use the desktop.

The only available option is Download. How to delete from there. Thanks

Anonymous_

Employee

No text available

Anonymous

Thank you!

I contacted support and they were unable to help. I explained to them that ai never uploaded any documents but they insisted that I must have done it.

I will call them again as I was able to duplicate the issue. The documents gets uploaded yo their site if you are using the desktop version and you select upload the W2 from your computer vs importing from the provider.

That is a security concern in my opinion. If I am importing into the desktop, why would it upload it to their site, there is a reason I am using the desktop version.

SteamTrain

Employee

@5631584 @Anonymous_ And anyone else:

Interesting. I've never seen or noticed that section.

We're not talking about the "Documents" selection within an actual Online tax account...BUT...a separate section within the actual Intuit Account page. Logging into your "Intuit Account" there is a Documents selection that shows a whole bunch of stuff....and no "Delete" selection if you don't want the stuff in there.

Problem for me is that I have a bunch of test "Online" tax files, for which I've never uploaded any files into the Online tax file "Documents" selection, but I have imported a bunch of tax forms into the both the actual Online and Desktop tax program files (as we all normally do each year)....so I have no idea which of these tax programs (Online or Desktop or both), that these files came from......but there they are.

So TTX does need to have a way to Delete these files from that directory if an individual doesn't want the file in there. Especially for us "Desktop" users who trust our own on-computer storage over the "cloud".

Unless, for some reason they are inextricably linked to your active tax files in some strange way?? That would be just weird.

______________________

__________________________

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

jl747

Employee

To all,

I too see Documents listed in my TurboTax account.

I have used TT Desktop version only.
Never did any of my taxes using TurboTax online.

There is no way to delete any of those older documents.

VolvoGirl

Employee

I went looking around in my Account. I don't have anything in the Document section but I don't import anything. I did see under Data & Privacy there is a Delete section. Maybe you can delete it from there?

jl747

Employee

@VolvoGirl

Saw that.
It seems like if you delete your info you might be deleting your account.

Unless someone can further explain what is deleted there, I will leave it alone for now.

Thanks

loother

I called support as well and got no help.

tuandavidvo

It'd been a month+ now and still, Turbo Tax / Intuit doesn't care.

loother

I need to keep this thread a live lol.

lookatthis

Very upset, it is storing my 1099-B form without giving any option to delete, this is serious issue and go agains the agreements of turbotax desktop.

@People- please upvote this thread

@Turbotax - please provide a delete option

flyingmooseman

Solved!
I too have 1099s from this year on the documents page online on the intuit account page. If I use the left menu, overview and then documents, I get my 1099s with no way to delete them.
Instead if I select left menu, overview, then right menu, Quick actions, manage subscription, select turbo tax,
then Turbo tax online 2023 (I didn't do an online in 2023), tax returns and documents and now the same documents are available with the three dots, downloade, edit and delete.
Hope this helps.
Blue skys!