Retirement tax questions

@rreiland 

 

@rreiland 

On your computer (not on a phone)....log into your account.

 

Then look below the display of Fed and State acceptaces.....there should be a blue line of text to click on that says "Add a State"  (you won't actually be adding one)....once you get into your actual tax file...NOW the Tax Tools selection shows up.

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When posting the Diag file number...check it after posting...sometime the computer AI thinks it is a telephone number, and you might have to repost it...either by inserting a few spaces in the number, or by uploading a scrrenshot.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*