Retirement tax questions

@TaxConfustion 

Part of the process of documenting an issue to be addressed is to get a "sanitized" tax return of the user reporting the issue. "Sanitized" means that any personally identifiable information has been removed from the return so that we have no idea who you are.

You do not have to do the sanitizing; instead, TurboTax will do it for you when ask for a "token". The token is a 7-digit number that points to the sanitized version of the tax return in our data base. So you follow the simple directions below, then post the number of the token in this thread.

How to get a token:

Online

• Log into your TurboTax Online tax return
• On the left, click on Tax Tools
• Under Tax Tools, click on Tools
• In Tools Center, click on Share my File with Agent
• TurboTax will give you a “token”, a 7-digit number
• Post the token number in this thread
• Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified

Desktop (Windows)

• Open your return in the desktop product
• Look along the top and click on Online
• Click on Send Tax File to Agent
• TurboTax will give you a “token”, a 7-digit number
• Post the token number in this thread
• Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified

Desktop (Mac)

• Open your return in the desktop product
• Look along the top and click on Help
• Click on Send Tax File to Agent
• TurboTax will give you a “token”, a 7-digit number
• Post the token number in this thread
• Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified

Thanks!