BillM223
Expert Alumni

Retirement tax questions

@stuckinforms

 

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***

 

  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.
  4. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
  5. Please provide the Token Number that was generated onto a response to this thread.

 

***Desktop Product***

 

  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 to this thread.

When you post the token number, please add @ BillM223 (without the space in between, as you did before, so I will be notified. Thanks.

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