GabiU
Level 15

Retirement tax questions

Can you send us a sanitized copy of your return? 

 

TurboTax Online​

1. Sign into your online account.​

2. Locate the Tax Tools on the left hand side of the screen. ​

3. A Drop down will appear. Click on Share my file with agent.​

5. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.​

6. Please provide the Token Number that was generated onto this response or a private message to me.

 

TurboTax Desktop​

  1. Click into your return. ​
  2. Click Online and select "Send Tax File to Agent". ​
  3. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.​
  4. Please provide the Token Number that was generated onto this response or a private message to me. 
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