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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.
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March 21, 2020
7:56 AM