Just to clarify, we would like to take a deeper look at this. It would help to have a diagnostic file, which is a sanitized copy of your tax return that has all of your personal information removed but has all of the forms and numbers entered. You can send one to us by following the directions below and posting the token number here so we can access the sanitized return. TurboTax Online: Sign in to your online account Click on Tax Tools on the left toolbar Select Tools In the pop-up screen, click on "Share my file with agent" Click OK on the message that a diagnostic file will be sanitized and transmitted to us Please post the Token Number TurboTax Desktop/Download Versions: Open your return Click the Online tab in the top menu bar Select "Send Tax File to Agent" Click Send on the message, and the tax file will be sanitized and transmitted to us Please post the Token Number

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Niwotian

Level 1

Question

DELETED

Forum|Forum|4 years ago
March 20, 2022
1 reply
0 views

No text available

tmunoz

Level 13

Just to clarify, we would like to take a deeper look at this. It would help to have a diagnostic file, which is a sanitized copy of your tax return that has all of your personal information removed but has all of the forms and numbers entered. You can send one to us by following the directions below and posting the token number here so we can access the sanitized return.

TurboTax Online:

Sign in to your online account
Click on Tax Tools on the left toolbar
Select Tools
In the pop-up screen, click on "Share my file with agent"
Click OK on the message that a diagnostic file will be sanitized and transmitted to us
Please post the Token Number

TurboTax Desktop/Download Versions:

Open your return
Click the Online tab in the top menu bar
Select "Send Tax File to Agent"
Click Send on the message, and the tax file will be sanitized and transmitted to us
Please post the Token Number

tmunoz

Level 13

Thank you for this information. To clarify, what is the code for the distribution on this Form 1099-R, please?

Did you originally import this Form 1099-R? Or did you enter it manually?