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October 3, 2019
Question

Does this Tool Center actually exist? Per email from Turbo Tax I need to share my file with Agent and link is in the Tool Center. Where is it?

  • October 3, 2019
  • 1 reply
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1 reply

VolvoGirl
Employee
October 3, 2019

Do they want you to give them the token  code of your file?

 

TurboTax Online

1. Sign into your online account and select Take me to my return

2. Locate the Tax Tools on the left hand side of the screen.

3. A Drop down will appear. Click on Tools, then Share my file with agent.

5. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.

6. Please provide the Token Number that was generated onto a response and we will give it to the moderator or tell the agent.