BillM223
Expert Alumni

Deductions & credits

@NCperson

 

The thread is talking about two separate issues: a display issue which has been identified and the fix for which is schedule to be rolled out this week and a second issue about not being able to enter expenses.

 

Is the second issue the one that you were able to duplicate? If not, would you describe the situation?

 

If this is the issue, 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. Since this is probably one of your tests, that may not be a big problem, still, it's what we are used to.

 

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.
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