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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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