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Retirement tax questions
We can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.
If you're using TurboTax Online:
Once you're logged in to your account,
- on the left hand panel, click on Tax Tools and then choose Tools
- on the pop up window, select Share my file with Agent
- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.
- click okay and you'll get another message with a token
If you're using TurboTax Desktop:
Once you've got your tax return open,
- click Online in the top menu bar
- Choose Send Tax File to Agent
- Log in to your Intuit Account (if you're not already)
- you'll see a message explaining that you will be providing a diagnostic copy of your return - your personal details will be changed so we will not be able to see any private information
- click send and you'll get another message with a token
Reply to this message with your token and we'll take a look to see what we can find. Please let us know if there are any states included with your return other than Alabama.