It would be helpful to have a TurboTax ".tax2024" file to test this issue further.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:
In TurboTax Desktop, open your return and go to Online in the TurboTax header. (On a Mac computer, choose Share or Help.)
- Choose Send Tax File to Agent.
- You will see a message explaining what the diagnostic copy is. Click Send on this screen and wait for the Token number to appear.
- Reply to this thread with a screenshot your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you.
- Please include any States that are part of your return - this is VERY important.
In TurboTax Online, open your return, go to the black 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 as listed above.
We'll review the entries and provide guidance if needed.
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