Screen sharing with a trusted contact - Frequently Asked Questions
They’ll see exactly what you’re seeing on your TurboTax screen, including dollar amounts, as well as any other information being displayed.
Take your trusted contact along screen by screen from start to finish, or just focus on a few screens—it’s up to you. Since you’re in the driver’s seat, they’ll only be able to view the data, not enter anything or alter it in any way.
Note: This in no way gives them full access to your computer, they’ll just be able to see your TurboTax screens.
No. They’ll be able to draw, highlight and point to items on your screen, but you’ll be in charge of making changes or entering information along the way.
For that reason, it’s a good idea to connect by phone, instant messenger or text while you’re screen sharing.
No. As soon as they click on your invite link, you’ll get an onscreen notification telling you that they’re ready. The security code they’ll need before you can start screen sharing will also be displayed.
They won’t need to install anything or have a TurboTax account, just a computer with an internet connection and the willingness to lend a helping hand.
No worries. The invite link is good for up to two hours. Just make sure you’re still signed in to TurboTax when they click on their invite link. Otherwise, you can simply send them a new invite.
You could be having trouble because:
- You’re not logged in. If you’ve logged out, you have to log back in.
- Your invitation to connect has expired, it’s only good for two hours. After that you have to send a new invite.
- You’ve cancelled the request. Just initiate a new session if you’ve changed your mind and want to share your screen.
- There’s a technical glitch. Try logging out and then logging in again.
This new feature isn’t available to all users just yet.
Screen sharing is a great option if you want to ask someone you trust for help, have your work double checked, or if you just want some extra moral support.
It’s optional to include a phone number. If you do choose to do so, we’ll text your trusted contact the security code that allows them to view your TurboTax screen. If you don’t include their phone number, you ‘ll need to give them the code yourself.
Let your trusted contact know that they should check all their email folders. It may have ended up somewhere other than their primary folder, like in their junk folder.
No. Your screen can only be shared with one other person at a time.