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Retirement tax questions
Please share a bit more information to better clarify the issue.
For example, what is the exact message you are seeing and where does it show up? Is it while you are working through the IRA contribution section, or is it a message that comes up during the review process when you are getting ready to file?
It may be helpful for one of us to take a closer look at a diagnostic copy of your tax return to help you further. You can help us by creating the diagnostic file so that someone can take a closer look and explain what is happening. The diagnostic file will not contain personally identifiable information, only the numbers related to your tax forms.
If you wish to send a file, use the following instructions and then post the token number along with which version of TurboTax you are using and what state return you are filing in a follow-up thread.
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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