I was unable to reproduce this scenario, but would like to take a deeper look at this. So, I need a diagnostic file, which is a copy of your tax return that has all of your personal information remo...
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I was unable to reproduce this scenario, but would like to take a deeper look at this. So, I need a diagnostic file, which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in your reply. Put spaces in between the numbers or provide a screen shot so the filter doesn't remove the number as phone number.
TurboTax Desktop/Download Versions:
Open your return.
Click the Online tab in the black bar across the top of TurboTax and select Send Tax File to Agent *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.
* If using a MAC, go to the menu at the top of the screen, select Help, then, Send Tax File to Agent.