We can look into your concern that TurboTax isn't considering the $750,000 limit regarding the mortgage balance. However, it would be helpful to receive a token instead of trying to recreate your return. If you provide a token, I can look over what you see regarding your return. A token is a number entry provided by TurboTax that provides a sanitized version of your return. Sanitized means that all your personal identification information is removed from the file you provide, and I'll only be able to see numbers that have been entered. I cannot see any information about your name, address, or SSN.
To send us a token, please do the following:
TurboTax Online:
- Click Tax Tools in the menu to the left.
- Click Tools, and then
- Click Share my file with Agent.
- A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.
TurboTax Desktop:
- Select the Online menu if the customer is using Windows. Select “Help” if using a Mac.
- Select Send Tax File to Agent.
- A pop-up message will appear, and the customer will select, Send. If using Mac, "Send Tax File to TurboTax Agent."
Provide the token number that is generated onto this thread. At the bottom of your reply (with the token), add "@BrittanyS" so I will be notified.
@MichaelF6
[Edited 02/09/23 | 11:14 AM PST]
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