Yes, you can send me a “diagnostic” file that has your “numbers” but not your personal information. Then I can review the retirement section. If you would like to do this, here are the instructions for TurboTax Online:
- From the left menu 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 and tag me @DanaB27. This will allow me to open a copy of your return without seeing any personal information.
@sridharm
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