State tax filing

@confused35

@audiopawprint

Two things:

1. Can one of you (or both of you) send us a sanitized version of your return (instructions below)?

2. After you do that, please look at the second set of instructions to see if this will fix your immediate issue.

***How to get a Diagnostic file from a user***

I'm going to need your help to get more information. Please send me 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:

***Online Product***

1. Sign into your online account.
2. Locate the Tax Tools on the left hand side of the screen.
3. A Drop down will appear. Click on Share my file with agent.
4. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
5. Please provide the Token Number that was generated onto a response to this thread.

***Desktop Product***

1. Click into 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. Click on OK, the tax file gets sanitized and transmitted to us.
4. Please provide the Token Number that was generated onto a response to this thread.

Finally, add @ BillM223 (without the space in between) to the end of your response so I will be notified. Thanks!

***Possible Workaround On K-40PT***

If you are sure that you should not claim the credit on form K-40PT, you can try to delete the form and see if that fixes the issue in the Review.

*** Desktop***

1. go to View (at the top), choose Forms, and select the desired form (K-40PT). Note the Delete Form button at the bottom of the screen.

*** Online ***

1. go to Tax Tools (on the left), and navigate to Tools->Delete a form

2. delete form(s) K-40PT

If that doesn't address your in the Review, come back and tell us.