We would like to take a deeper dive into this message to assist you. In order to do this, it would be helpful to have a TurboTax ".tax2023" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information.
To do that:
1.Go to the black panel on the left side of your program and select Tax Tools.
2.Select Tools below Tax Tools.
A window will pop up which says Tools Center.
3.On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is.
4.Click okay through this screen and then you will get a Token number.
5.Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.
In TurboTax Desktop:
- Switch to interview mode in TurboTax.
- Go to any screen except the Welcome screen.
- From the menu, select:
- Online if you are on a PC.
- Help if you are on a Mac.
- Select Send Tax File to Agent.
- You will be notified that all personally identifiable information (PII) is being removed.
- The seven-digit token number will appear.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
