BillM223
Expert Alumni

Retirement tax questions

Would you please send me your sanitized return? A "sanitized" return is one in which your personally identifiable information has been redacted. You can do this by following the steps below.

 

And the end of your response, please add "@" and "BillM223" without the space in between so that I will be notified.

 

To send us a token, please do the following: 

 

TurboTax Online:  

 

Click Tax Tools in the menu to the left.

Click Tools, and then

Click Share my file with Agent.

 

A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.

Provide the token number that is generated onto this thread.

 

TurboTax Desktop:

 

Select Online menu if the customer is using Windows. Select “Help” if using a Mac.

Select Send Tax File to Agent.

A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent

 

Note: Desktop will save a file to your computer unless you uncheck the box.

Another message will appear. Provide the token number that is generated onto this thread.

 

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