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Tax Year Prior to 2020: Share my file with Agent how does this work
Do you have an Intuit account?
You'll need to sign in or create an account to connect with an expert.
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Tax Year Prior to 2020: Share my file with Agent how does this work
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Tax Year Prior to 2020: Share my file with Agent how does this work
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Tax Year Prior to 2020: Share my file with Agent how does this work
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Tax Year Prior to 2020: Share my file with Agent how does this work
That allows you to get a token number to provide to the agent and once we get that token, we can access a copy of your return to view it. But the copy we get will not have any personal information on it, such as your SSN, address, names or any other personal data. That will be removed and we can only see number amounts entered. So you may be asked by an agent to "Share your file" if they are trying to assist you with an issue you have and need to look at the numbers on the return.
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Tax Year Prior to 2020: Share my file with Agent how does this work
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Tax Year Prior to 2020: Share my file with Agent how does this work
When you are talking to an agent they will walk you thru this process.
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Tax Year Prior to 2020: Share my file with Agent how does this work
Send file to agent will create a file that masks all of your personally identifiable information and generates a code, that when given to a TurboTax phone or chat agent can allow them to better assist in troubleshooting certain issues that come up when you are working on your tax return in TurboTax. Many items can be resolved by a phone or chat agent quickly without use of this tool but for some of the more complex items this file can be very handy!
If you have an issue that you feel would benefit from the use of this feature, just click on "Help" or "Live Help" in the upper right of your TurboTax screen and follow the prompts to connect you to the best team for your issue.
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Tax Year Prior to 2020: Share my file with Agent how does this work
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Tax Year Prior to 2020: Share my file with Agent how does this work
@guycrum30 The community system thought this was a SSN. I placed the token number back in this thread, please explain the product mishap you're experiencing so our teams can do more research.
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Tax Year Prior to 2020: Share my file with Agent how does this work
If you have an issue that you feel would benefit from the use of sharing your file with an agent, just click on "Help" or "Live Help" in the upper right of your TurboTax screen and follow the prompts to connect you to the best team for your issue. They will ask for the token number and walk you through the process to share your file.
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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Tax Year Prior to 2020: Share my file with Agent how does this work
Need help
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Tax Year Prior to 2020: Share my file with Agent how does this work
If you have an issue that you feel would benefit from the use of sharing your file with an agent, just click on "Help" or "Live Help" in the upper right of your TurboTax screen and follow the prompts to connect you to the best team for your issue. They will ask for the token number and walk you through the process to share your file.
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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Tax Year Prior to 2020: Share my file with Agent how does this work
CD wont start in my computer. Windows 10
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Tax Year Prior to 2020: Share my file with Agent how does this work
Here's where you can find help for installing the TurboTax CD: How do I install the TurboTax software for Windows ...
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