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. If you would like to do this, please follow these instructions:
In TurboTax Online, open your return, 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 and tag (@) the Expert requesting the token from you.
- Please include any States that are part of your return.
We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution.
If you are using TurboTax for Desktop, go to Online in the top menu, then choose "Send Tax File to Agent." On a Mac computer, choose File >> Share or Help >> Send to Agent.
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