- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
TurboTax Online
1. Sign into your online account and select Take me to my return
2. Locate the Tax Tools on the left hand side of the screen.
3. A Drop down will appear. Click on Tools, then 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
‎February 23, 2023
2:27 PM