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New Member
posted Mar 28, 2025 10:41:32 AM

How do I receive a transcript of my messages/communications from my engagement with my tax professional once my return has been filed?

All access to the transcript is removed once taxes are filed.

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2 Replies
Employee Tax Expert
Apr 1, 2025 7:15:37 PM

Please see why can't I connect to with my tax expert for contact information you can use to request assistance.

New Member
Apr 1, 2025 10:32:37 PM

Are you saying TurboTax does not retain a copy… or it is not permitted to be shared with me and retained by TurboTax?