If you do receive the IRS letter requiring an 8962, there is a delay in getting the Form. These are the instructions on how to obtain a token number whether you are using TurboTax Online or the TurboTax Desktop/Download version.
TurboTax Online:
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Sign into your online account.
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Locate the Tax Tools on the left-hand side of the screen.
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A drop-down will appear. Select Tools
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On the pop-up screen, click on “Share my file with an agent.”
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This will generate a message that a diagnostic file gets sanitized and transmitted to us.
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Please provide the Token Number that was generated in the response.
TurboTax Desktop/Download Versions:
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Open your return.
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Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”
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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.
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Please provide the Token Number that was generated in the response.
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