Get your taxes done using TurboTax

Additional review appears warranted.  In this regard, below are instructions on how to obtain a token number which can be used to retrieve a copy of your tax return for further review.  The retrieved return will not contain any of your personal information as such information is deleted before review takes place (the return you have prepared will still contain all of the information you entered as deletion of personal identifiable information only happens when TurboTax retrieves its copy of your return for review).    

Here are the instructions on how to obtain a token number whether you are using TurboTax Online or the TurboTax Desktop/Download version.

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 that was generated in the response.

As a reminder, in any follow-up response do not provide any personal identifiable information.