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Retirement tax questions
As you can see, we are unable to reproduce this problem using the Online product. In addition to the following instructions, could you also add @ plus BillM233 (with no space in between) to the bottom of the reply so I will be notified? Thanks!
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I'm going to need your help to get more information. Please send me a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
***Online Product***
- Sign into your online account.
- Locate the Tax Tools on the left hand side of the screen.
- A Drop down will appear. Click on Share my file with agent.
- This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
- Please provide the Token Number that was generated onto a response to this thread.
***Desktop Product***
- Click into your return.
- Click Online and select "Send Tax File to Agent".
- This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
- Please provide the Token Number that was generated onto a response to this thread.
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‎February 4, 2021
4:36 PM