KeshaH
Expert Alumni

Retirement tax questions

Are you thinking that your tax liability is too low? If so, do you have capital gains or qualified dividends? These are taxed at preferred rates so your tax liability would be lower than if you only had income taxed at ordinary rates.

 

If you'd like, 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

 

Please reply to this message with your token so that we can further assist you.