If you would like, you can send us a “diagnostic” file that has your “numbers” but not your personal information. Here are the instructions:
TurboTax Online:
Go to the black panel on the left side of your program and select Tax Tools.
- Then select Tools below Tax Tools.
- A window will pop up which says Tools Center.
- On this screen, select Share my file with Agent.
- You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
- Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.
TurboTax CD/Download:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
- Click on Online in the top left menu of TurboTax CD/Download for Windows
- Select 'Send Tax File to Agent'
- Write down or send an image of your token number then place in this issue.
- We can then review your exact scenario for a solution.
We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
