If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
- Click on Online in the top left menu of TurboTax Desktop for Windows
- Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
- Enter your email used for TurboTax > Enter your code > Send
- Write down or send an image of your token number and state then place in this issue.
- We can then review your exact scenario for a solution.
- Please also tell us any states included in the return. This is necessary for us to view the return.
- *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')
We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.
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