@DM7777 you can reply in this thread with the token that you generate in TurboTax by following the steps. If you tried to post the token, but it was blocked because the filter thought it was a phone number, you can add a space between the numbers.
Here are the steps to obtain a token you can provide to us:
TurboTax Online:
- Sign into your online account.
- Locate the Tax Tools on the left-hand side of the screen.
- A drop-down will appear. Select Tools
- On the pop-up screen, click on “Share my file with agent.”
- This will generate a message that a diagnostic file gets sanitized and transmitted to us.
- Please provide the Token Number that was generated in the response.
TurboTax Desktop/Download Versions:
- Open your return.
- Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
- 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.
- Please provide the Token Number (including the dash) that was generated in the response.
*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)
