GabiU
Level 15

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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