After you file

We would very much like to look at a sanitized copy of your tax file to see if any error occurred in regard to the Social Security income you reported.

Here are the instructions to allow us to see (the numbers only, no personal information) your file. 

Once you get the token number, you can add that to this thread of questions and please include  

@KrisD15    in that response 

Thank you

"I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:

Sign into your online account.

Since the tax file was already sent/efiled, you will need to select "Add a State" to reopen the return. 

This is only to open the file, you won't be adding a state return and it won't alter the original return.

Now you should be able to locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response.
*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)"
 

[Edited 3/14/2025 I 8:59am PST]

@RJLaRoche