DaveF1006
Expert Alumni

Retirement tax questions

If possible, can you send us a diagnostic so we can see how this is treated in your return? The diagnostic will send us a "sanitized" version of your return, which removes all personal identifying information and all we see are numbers in the forms in your return.

 

To send if you are using Turbo Tax online, go to tax tools>tools>send tax file to agent. When you select that, it will give you a token number to give to us. Tell us what that token number is.

 

If you are using Windows Desktop, select the online button at the top>send tax file to agent.  This will also bring up a token number. 

 

Once you receive your token number, please let me know @DaveF1006 so we can look at your return in detail.

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