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Get your taxes done using TurboTax
@dmertz it has been suggested to me that I get a sanitized return from you of a test case that acts the way you describe. Can you do that?
Of course, you don't need to do any of the sanitizing; the TurboTax sanitation process while creating a token works very well...sometimes too well.
Let me know if you can do this for us.
Online
- Log into your TurboTax Online tax return
- On the left, click on Tax Tools
- Under Tax Tools, click on Tools
- In Tools Center, click on Share my File with Agent
- TurboTax will give you a “token”, a 7-digit number
- Post the token number in this thread
- Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified
Desktop
- Open your return in the desktop product
- Look along the top and click on Online
- Click on Send Tax File to Agent
- TurboTax will give you a “token”, a 7-digit number
- Post the token number in this thread
- Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified
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February 21, 2024
1:24 PM