Can I delete Turbotax data that was imported using the Tax Planner tool

Question

I have imported turbotax data into the tax planner that I want to delete.  Is this possible?

Chris_QPW · Answer

That reset to Quicken defaults doesn't clear out imported TurboTax data.  It just resets what you have selected for the data source and such.  There is in fact no way to clear out the TurboTax imports.

You can import over the data like @UKR says, but not just delete it.

As for why one might want to delete it, well as you can see I don't import TurboTax data into Quicken, and in the past I have had times where it would default to that value that I don't want.  Not to mention at times the tax planner has had problems saving my settings and so it would keep ending up defaulting to that old value.

UKR · Answer

Yeah, me too ... chicken, I mean.I'd just select another data source in each category, "User entered 0.00" until you have recorded register transactions or reminders for this year so the Quicken Data radio button is enabled and pulls in the correct numbers.If you have imported a wrong year's Turbotax, e.g., 2018 instead of 2019 or 2020, just import the correct year. It refreshes the data.

Brad Nagar · Answer

Thanks for the quick response. Yes, I did see that but was too chicken to do that as I do have some other manual info input into the planner.  Support also said they did not know how to remove the data.