BillM223
Expert Alumni

Retirement tax questions

Do you get this message about not being able to e-file in the Review or in the final filing process?

 

This is a strange situation, since this form (the 8853) has been around for a long time. Could you do us a favor and send us a "token"? The token is a pointer to a sanitized version of your tax return that would allow us to examine your return and see what is really the issue here.

 

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 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 onto this thread.

 

At the bottom of your reply (with the token) add "@" "BillM223" (without the space in between) so I will be notified.

 

This will let us see what is happening on your return. Thanks.

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