BrittanyS
Expert Alumni

Get your taxes done using TurboTax

I'm not able to recreate the same issue you getting in TurboTax.  One way to open up Tax Tools in TurboTax after you have submitted your return is to do the following:

 

  1. Select State
  2. Select Add State (you will not actually add a state, this just allows tax tools to be accessed)

Then follow the steps to send the diagnostic code:

 

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. Select Tools
  4. On the pop-up screen, click on “Share my file with agent.”
  5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
  6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

  1. Open your return.
  2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
  3. 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.
  4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

 

@rjpdld 

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