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Self employed
“I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
1. Sign in to your online account.
2. Locate the Tax Tools on the left hand side of the screen.
3. A dropdown will appear. Select Tools.
4. On the pop-up screen, select on“Share my file with my agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token sanitized and transmitted to us.
TurboTax Desktop/Download
Versions:
1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”
3. This will generate a message that a diagnostic copy will be created.
Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the token number that was generated in the response.
TurboTax Desktop/Download
Versions:
response.
transmitted to us.
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