RachelW33
Expert Alumni

Retirement tax questions

I am not sure why this screen is not popping up for you in the Maryland interview. @mdfiler355 @gjgogol 

 

In order for me to take a closer look, it would be helpful for you to send me a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: 

 

If you are using TurboTax Online: 

 

  1. Sign into TurboTax and open your return
  2. On the left side of the program select Tax Tools
  3. Next, select Tools below Tax Tools
  4. A window will pop up which says Tools Center
  5. On this screen, select the Share my file with Agent link
  6. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
  7. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

Here are the instructions if you are using TurboTax CD/Download:
 

  1. Click on Online in the top left menu of TurboTax CD/Download for Windows
  2. Select 'Send Tax File to Agent'
  3. You will get a pop-up with your Token number 
  4. Reply to this thread with your Token number

 


 

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