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February 28, 2021
Question

I've used turbo tax for years, there's a summary page when you save your return that shows you your payment info for refunds and payments, it is missing for 2021. normal?

  • February 28, 2021
  • 1 reply
  • 0 views
I'm trying to make sure my electonic payment info is correct for my state return, but the summary page is missing this year. It's always the first page visible when you save your return

1 reply

Community Manager
March 1, 2021

We'd like to see what you're seeing. 
Can you send us a sanitized copy of your return? 

If you're using TurboTax Desktop follow the directions below: 

1. Click into your return. ​
2. Click Online and select "Send Tax File to Agent". ​
3. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.​
4. Please provide the Token Number that was generated onto a response. 

 

TurboTax Online: 

1. Sign into your online account.​
2. Locate the Tax Tools on the left hand side of the screen. ​
3. A Drop down will appear. Click on Share my file with agent.​
5. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.​
6. Please provide the Token Number that was generated onto a response. ​

Thank you! I hope to hear from you soon. 

GabiU 

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