To take a closer look at the situation to offer an explanation or confirm there is an issue, it would be very helpful to have a diagnostic copy of your tax 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 possible, a screen shot of the token number is useful so that the number is not automatically redacted.
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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