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New Member
posted Feb 3, 2020 4:16:32 PM

How do I cobrowse

0 10 19996
10 Replies
Expert Alumni
Feb 3, 2020 4:33:26 PM

At the bottom of your TurboTax page (once you log in) you will see the hyperlink for "Cobrowse" which will be near the "license agreement" and "Security" hyperlinks also at the bottom of the screen.

 

 

 

 

New Member
Aug 4, 2020 6:37:26 AM


Thewres no Cobrowse  on my screen

 

Level 15
Aug 4, 2020 7:43:04 AM

When you are on the phone with TT support they will walk you thru the co browse or file sharing options. 

 

Contact TurboTax support and speak directly with a TurboTax support agent concerning this situation.

See this TurboTax support FAQ for a contact link and hours of operation -https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

 

Level 15
Aug 4, 2020 7:44:23 AM

@leslieicenhour What are you trying to do?  We cannot tell what software you are posting from.  Are you using TurboTax Live?  If so:

 

You can arrange for the Live help you are paying the extra fee for with your questions from  5 a.m. to 5 p.m. Pacific time

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live

 

Or....

 

Phone support is not provided with the Free Edition.  If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there.  Otherwise, post your question here and someone will try to help.

 

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

They are available from 5 a.m. to 5 p.m. Pacific time Monday-Friday

Returning Member
Feb 15, 2021 9:30:30 AM

Mobile device view

New Member
Feb 20, 2021 6:31:50 PM

I'm I still connected 

New Member
Mar 10, 2022 9:17:56 PM

How to cobrowse

Intuit Alumni
Mar 11, 2022 7:55:24 AM

@dkw2887133 Follow the steps below:

 

  1. Log into your TurboTax account and scroll to the bottom of the page. 
  2. Click Cobrowse
  3. A pop-up box containing the following message will appear: "Share this code with your expert." 
  4. Provide that code to the TurboTax Live expert who is assisting you.

Please see the attached screenshots for reference.

 

 

New Member
Mar 5, 2023 7:40:04 PM

pressing cobrowse results in error message for me...

Level 15
Mar 6, 2023 4:09:58 AM

When you are on the phone with a TT support person then they will direct you on how to cobrowse if needed.