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Retirement tax questions
In order to take a closer look at your situation and try to offer a solution, you can consider sharing a diagnostic copy of your tax data file. The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.
If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread.
If you are using a CD/downloaded version of TurboTax on a Mac, use these steps:
- Go to the menu at the top of the screen, select Help.
- Select Send Tax File to Agent.
- Post the token number here.
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March 25, 2025
8:06 AM