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March 24, 2025
Question

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

  • March 24, 2025
  • 1 reply
  • 0 views

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.

 

 

    1 reply

    Employee
    March 24, 2025
    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**