BillM223
Expert Alumni

State tax filing

@lisa5 

 

Could you do us the favor of sending us a sanitized version of your tax return? By "sanitized" I mean that TurboTax will scrub all personally identifiable information from your return (it really does - I have seen many sanitized returns and have no idea who they belonged to). The "token" is a number that points to the sanitized version of your return in our data base, so I can see what your return is doing.

 

Online

  • Log into your TurboTax Online tax return
  • On the left, click on Tax Tools
  • Under Tax Tools, click on Tools
  • In Tools Center, click on Share my File with Agent
  • TurboTax will give you a “token”, a 7-digit number
  • Post the token number in this thread
  • Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified

 

Desktop

  • Open your return in the desktop product
  • Look along the top and click on Online
  • Click on Send Tax File to Agent
  • TurboTax will give you a “token”, a 7-digit number
  • Post the token number in this thread
  • Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified
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