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Retirement tax questions
No...they desperately need that Diagnostic code.
Yes, your file may be on their computer system.....but, they have no access to your actual files without that special Diagnostic copy.
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That's a data safety issue.....If their people had access to everyone's data at all times, think of the massive identity theft issues that would be presented with millions of names, birthdates, SSNs at risk.
A diagnostic copy just cleans out that "personal" information before sending your files data to the agent investigating the problem.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 14, 2025
5:28 AM