AmyC
Expert Alumni

Retirement tax questions

The quickest and easiest resolution would be to request a call. See What is the Turbo Tax phone number? and select your CD/ download version. There is another option.  However, I need 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: 

Open your return.

  1. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent
  2. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.  

 

@777guy777


 

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