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Retirement tax questions
We can look into this for you if you would like to provide a token. A token is a number supplied by the TurboTax database where a "sanitized" version of your return is put. Sanitized means that all personally identifiable information is removed, so we see your numbers but not your name, Social Security, business name, etc.
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 the 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 by replying to this thread. At the bottom of your reply (with the token), add "@bstanley" so I will be notified.
This will let us see what is happening on your return. Thanks.
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