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New Member
posted Mar 24, 2025 6:19:37 AM

turbo tax(desktop) live agent only share screen of the app but not pdf of my 1099-B

I am on the phone call with a turbo tax agent live. she called me via the phone and she can see my turbo tax desktop app. 

 

However, she can't see my 1099-B pdf file I got from my brokerage.  

is there a way to share that with her? we have been figuring this out for the past 30mins.  it's really hard to do tax without sharing my forms with the agent.

 

 

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1 Replies
Level 15
Mar 24, 2025 6:37:57 AM