Since my last post on this thread, this experience has been identified as something that needs to be looked at further and forwarded to the development team for investigation.
The first step in this process is to provide a diagnostic tax file for the development team to use. It is better to have an actual diagnostic file from a customer demonstrating the situation. Please consider sharing a diagnostic copy of your tax file for this purpose. The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.
If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.
Use these steps if you are using TurboTax Online:
- Sign in to your account and be sure you are in your tax return.
- Select Tax Tools in the menu to the left.
- Select Tools.
- Select Share my file with agent.
- A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
- Post the token number here.
If you are using a CD/downloaded version of TurboTax, use these steps:
- Select Online at the top of the screen.
- Select Send Tax File to Agent.
- Click OK.
- Post the token number here.
If you are using a Mac version of TurboTax, use these steps:
- Go to the Menu at the top of the screen and select Help.
- Then, Send Tax File to Agent.
Post the token number here.
@dgsimm
@NotSoTurbo
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