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Get your taxes done using TurboTax
In order to assist you, I would like to take a look at your program to see what's going on, if that's okay with you. This is called a diagnostic copy request. To send me a copy, here are the steps you would need to take on your end:
In TurboTax online,
- Sign in to your account, select Pick up where you left off
- To your left, select Tax Tools, click on the drop-down menu
- Select Tools
- On the Tools Center screen, select Share my file with Agent ( the very last option)
- Follow prompts
- You will be given a token number
- Please provide me with that token number. ( For security purposes, your personal information will not be revealed)
If you are using the desktop version, follow these steps:
- Open up your program if you have not done so
- On your menu bar at the very top, click "Online"
- Select "Send Tax File to Agent" and "Send"
- The pop-up will have a token number
@rabask6310
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March 14, 2020
3:50 PM