It would be helpful to have a TurboTax ".tax2023" file with the experience you described.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:
In TurboTax Desktop, open your return and go to Online in the TurboTax header.
- Choose Send Tax File to Agent.
- You will see a message explaining what the diagnostic copy is. Click Send on this screen and wait for the Token number to appear.
- Reply to this thread with your Token number and tag (@) the Expert requesting the token from you. Please include any states that are part of this return.
Once we have reviewed this experience, we'll reply here and provide you with a resolution.
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