PattiF
Expert Alumni

State tax filing

Please send a diagnostic copy of your tax return so that we can help with the problem that you are having with the  loss on your rental properties. I would like to take a deeper look at this. 

 

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.  



 

 

 

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