AnnetteB6
Employee Tax Expert

Retirement tax questions

If you could provide a diagnostic copy of your return then we can examine the situation in more detail.  

 

Use these steps if you are using TurboTax Online:

  • Sign in to your account and select Take me to my return.
  • Select Tax Tools in the menu to the left.
  • Select Tools.
  • Select Share my file with agent.
  • A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
  • Post the token number here. 

If you are using a CD/downloaded version of TurboTax, use these steps:

  • Select Online at the top of the screen
  • Select Send Tax File to Agent.
  • Click OK.
  • Post the token number here.

 

@Tax321

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