MindyB
Expert Alumni

Education

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

 

TurboTax Online:

  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. Select Tools
  4. On the pop-up screen, click on “Share my file with agent.”
  5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
  6. Please provide the Token Number that was generated in the response.

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:
 

  1. Click on Online in the top left menu of TurboTax Desktop for Windows
  2. Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
    • Enter your email used for TurboTax > Enter your code > Send
  3. Write down or send an image of your token number and state then place in this issue.
  4. We can then review your exact scenario for a solution.
  5. 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')