It might help us to see what you are seeing so we can assist you and get to the bottom of the issue. If you are willing, it would be helpful to have a TurboTax ".tax2023" file that is experiencing this issue.
You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:
If you are in the desktop version of TurboTax, on your menu bar at the very top, click Online and then Send Tax File to Agent.
When you click to send, you will get a pop-up with a token number.
Reply with the token number and I’ll be able to open a TurboTax file with your numbers but not your personal information.
If you are using the Online version of TurboTax:
Go to the panel on the left side of your program and select Tax Tools.
- Then select Tools below Tax Tools.
- A window will pop up which says Tools Center.
- On this screen, select Share my file with Agent.
- You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
- Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.
That may help diagnose the issue.
@Patty_21
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