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Retirement tax questions
Hi folks!
If you're still having this issue, please include where in the program you are, screenshots and a token number (a copy of your tax return that has all of your personal information removed) so the product team can investigate and submit quickly.
Here's how you send us a token...
If you're using TurboTax Desktop:
1. Click into your return.
2. Click Online and select "Send Tax File to Agent".
3. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
4. Please provide the Token Number that was generated onto a response.
If you're using 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. Click on Share my file with agent.
5. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated onto a response.
Thank you! I hope to hear from some of you soon.
GabiU
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