☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 12, 2021 10:14:48 AM

How can I send an electronic copy of my 2020 return to my financial planner?

0 1 84
1 Replies
Expert Alumni
Apr 12, 2021 10:46:30 AM

Email is not a secure method of transferring files.  If your Financial Advisor has a secured vault you can send a PDF copy through the vault.  You could also mail a copy or send a memory thumb drive.