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hakjae77
New Member

Share my file with Agent how does this work

 
1 Best answer

Accepted Solutions
AndreaC1
Level 9

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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22 Replies
andreas-jenny
New Member

Share my file with Agent how does this work

how do I share file with agent using desktop version
Anna
Level 5

Share my file with Agent how does this work

Use the Online tab at the top of the TurboTax desktop screen. Wait until you're on the phone with an agent and give the six-digit code that will allow the agent to access the sanitized version of your return.
maryangel57
New Member

Share my file with Agent how does this work

how do i get 6 digit code
AndreaC1
Level 9

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. 

Robschmotz
New Member

Share my file with Agent how does this work

 
chernunz
New Member

Share my file with Agent how does this work

give a code to shear with agent
chernunz
New Member

Share my file with Agent how does this work

 
Critter
Level 15

Share my file with Agent how does this work

When you are talking to an agent they will walk you thru this process. 

wlingar
Returning Member

Share my file with Agent how does this work

 
SusanY1
Expert Alumni

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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guycrum30
New Member

Share my file with Agent how does this work

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GabiU
Level 15

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. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
JeanneLO
Intuit Alumni

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Jameslyon0329
New Member

Share my file with Agent how does this work

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