GabiU
Moderator

Get your taxes done using TurboTax

Hi @rscrivener 
Can you explain which screen you're on and the cause of the error you've found? We'll need a diagnostic file which is a copy of your tax return that has all of your personal information removed to take a deeper look at this. You can send one to us by following the directions below:
 
TurboTax Online

  1. Sign-in to your online account. ​
  2. Select "Pick up where you left off"
  3. Click on “Tax Tools” to the left hand side of the screen. ​ 
  4. Select "Tools"
  5. A drop-down will appear. Click on “Share my file with  Agent”. This will generate a message that a diagnostic copy will be created.
  6. When the token is generated, be prepared to type in your notes or in a message (unable to copy and paste)
  7. Click “OK”.  The tax file will then be sanitized and sent to us. This action will generate a Token Number
  8. Please respond directly to this message and provide the Token Number that was generated.

 

TurboTax Desktop

  1. Open your return. ​
  2. Click “Online” and select "Send Tax File to Agent". ​
  3. This will generate a message that a diagnostic copy will be created.
  4. When the token is generated, be prepared to type in your notes or in a message (unable to copy and paste)
  5. Click “OK”. The tax file will then be sanitized and sent to us. This action will generate a Token Number
  6. Please respond directly to this message and provide the Token Number that was generated.

Thanks! 

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