DavidS127
Expert Alumni

Investors & landlords

Thank you @hlb89 

 

It would be helpful to have a TurboTax ".tax2019" file that is experiencing this issue.  You can send us a “diagnostic” file that has your “numbers” but not your personal information.  That may help diagnose the issue.  If you would like to do this, here are the instructions:

 

For TurboTax Online, click the dropdown arrow next to Tax Tools on the left menu panel, then click Tools under that.  On the Tools Center pop-up, select Share my file with Agent.  When you confirm the request, you will get a box with a token number.   Reply with the token number and I’ll be able to open a TurboTax tax return with your numbers but not your personal information. 

 

For TurboTax Download/CD, 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 the token number.  Reply with the token number and I’ll be able to open a TurboTax tax return with your numbers but not your personal information.

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