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Retirement tax questions
You can open the return back up with these steps if you want us to review the issue:
- Select Tax Home in the left menu.
- Scroll down to Your tax returns & documents.
- Select Add a State (you're not actually adding a state, this opens the return back up)
- Select Tax Tools
- Then select Tools below Tax Tools.
- A window will pop up which says Tools Center.
- On this screen, select Share my file with Agent.
- You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
- Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.
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March 12, 2023
12:36 PM