- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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
- Click into your return.
- Click Online and select "Send Tax File to Agent".
- This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
- Please provide the Token Number that was generated onto this response or a private message to me.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
October 11, 2019
10:37 AM