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

TaxHelpNeededKevin · ‎March 24, 2025

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.

xmasbaby0 · ‎March 24, 2025

https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/upload-documents-full-serv...

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