TurboTax file upload (file transfer)
You will be directed to this page by a TurboTax representative or support agent if we request a copy of your tax file for further investigation.
Follow these steps to securely upload a copy of your return to us:
- Open your return in TurboTax.
- From the File menu, select Save As.
- Enter the file name we asked you to use or any unique name of your choosing. This will help us identify your return.
- Save the file (we suggest saving the file to your desktop or "My Documents" for ease of retrieval) and then close TurboTax.
- In the Submit Your Return section below:
- Enter your Customer Name;
- Browse to where you saved your file in Step 4;
- Enter the Reference # we gave you;
- Click Save.
You should then get a "Thank You" confirmation message.
Submit Your Return