BillM223
Expert Alumni

State tax filing

Please have some mercy on the programmers. In the last few years, the IRS and state government have been "moving the goalposts" on a weekly basis, making constant updates necessary - and more necessary - constant testing to make sure that one change does not break a dozen other things.

 

Most carryovers are on the Carryover Worksheet, but there could be others (like your "State and Local Income Tax Refund Worksheet").

 

I don't know how common this is, but if you would like us to look at this situation, please give us a token.

 

A token is a 7 digit number that points to a "sanitized" version of your return, i.e., all personally identifiable information is masked out.

 

To send us a token, please do the following:

 

Online

  • Log into your TurboTax Online tax return
  • On the left, click on Tax Tools
  • Under Tax Tools, click on Tools
  • In Tools Center, click on Share my File with Agent
  • TurboTax will give you a “token”, a 7-digit number
  • Post the token number in this thread
  • Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified

 

Desktop

  • Open your return in the desktop product
  • Look along the top and click on Online
  • Click on Send Tax File to Agent
  • TurboTax will give you a “token”, a 7-digit number
  • Post the token number in this thread
  • Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified 
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