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Investing
Thanks for the screenshot. Can you send me a sanitized file so I can take a closer look? The number will be removed for your safety in your reply but I'll be able to retrieve it. Here's how you can generate the token:
TurboTax Desktop
- Open your return.
- Click “Online” and select "Send Tax File to Agent".
- This will generate a message that a diagnostic copy will be created.
- When the token is generated, be prepared to type in your notes or in a message (unable to copy and paste)
- Click “OK”. The tax file will then be sanitized and sent to us. This action will generate a Token Number
- Please respond directly to this message and provide the Token Number that was generated.
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