In order to dig deeper into this situation and submit it for further investigation and correction, it would be extremely helpful to have a diagnostic copy of both your TurboTax Online file and the TurboTax Desktop file.
The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms. If you would like to provide us with the diagnostic files, follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread. Please also designate which token came from which version of TurboTax - Online or Desktop.
Use these steps if you are using TurboTax Online:
- Sign in to your account and be sure you are in your tax return.
- Select Tax Tools in the menu to the left.
- Select Tools.
- Select Share my file with agent.
- A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
- Post the token number here.
If you are using a CD/downloaded version of TurboTax, use these steps:
- Select Online at the top of the screen.
- Select Send Tax File to Agent.
- Click OK.
- Post the token number here.
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