DanaB27
Expert Alumni

Retirement tax questions

You can open the return back up with these steps if you want us to review the issue:

 

  1. Select Tax Home in the left menu.
  2. Scroll down to Your tax returns & documents.
  3. Select Add a State (you're not actually adding a state, this opens the return back up)
  4. Select Tax Tools
  5. Then select Tools below Tax Tools. 
  6. A window will pop up which says Tools Center.  
  7. On this screen, select Share my file with Agent. 
  8. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
  9. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information. 

@tatsialiv 

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