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Deductions & credits
Please send a diagnostic file that has your input but not your personal information so we can evaluate.
Using TurboTax Online:
- Sign into your TurboTax Online account
- Scroll down to Tax Tools from the menu on the left side .
- Select Tools from the drop-down
- On the pop-up screen, select Share my file with agent
- A message that a diagnostic file gets sanitized and transmitted to us appears
- Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.
Using TurboTax Desktop/Download Versions:
- Open your return.
- Select the Online tab in the black bar at 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.
- Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.
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March 25, 2024
12:59 PM