How do i close and delete an ongoing return?

Forum|Forum|2 years ago
February 23, 2024
2 replies
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there is no tax tools button with close return and im no longer filing for this person, so how do i get rid of it?

GHarpe

Note that when you delete a return, you won't be able to access it again and we won't be able to retrieve the information for you.

The steps below outline how to delete a return for TurboTax Online:

Sign in to TurboTax Online for the tax year of the return you’d like to delete
On the Great to see you again! screen, locate the return

If the return you want to delete has a trash can beside it:

Select the trash can icon
When prompted to confirm the deletion, select Delete

If the return you want to delete doesn't have a trash can beside it:

You will need to start a new return. On the page that displays your tax returns, you'll see two returns: the blank return you just created, and the return you want to delete. Locate the return you want to delete and select its corresponding trash can icon. When prompted to confirm the deletion, select Delete.

Thank you for choosing TurboTax.

Here’s how to delete a return that hasn’t been sent via NETFILE:

In TurboTax Online, click on “My Returns”, then “View All Tax Returns” on the left side menu to see all your returns. Then click on the small trash can icon to the right of the return that you want to delete.

In the TurboTax App, tap on the 3 line icon in the top left. Then tap on “My Returns”, then “View All Tax Returns” on the left side menu to see all your returns. Find the return that you want to delete and tap “Delete” under its name.

In TurboTax CD/Download, please close the program. Then in Windows, navigate to the location of the tax file you want to delete. The files are usually stored in Documents>TurboTax>2023 (or whatever year you are working on). Find the tax file that you want to delete and then drag it to the Windows Recycle Bin. When you empty the Recycle Bin, the file will be permanently deleted.

Thank you for choosing TurboTax.

2691603

This does NOT WORK AT ALL. There is no way to delete a return in progress with the menu tools available on the Canadian version of Turbotax. Different forums say different things and none of them work!!!!!!

TurboTaxSusan

You must start a new return or open an existing return before you can delete the return you last opened.

To start a new return, select “Start a New Return” from under “My Returns” in the bottom left corner. Once you have started your new return, you can select “View All Returns” from under “My Returns”. Then delete the unwanted return by clicking the small Trash Can next to it or “Delete” under the return’s name.

Please note that if you have paid for your TurboTax Online return, then your payment will not be transferred to the new return.

Thank you for choosing TurboTax.