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15 replies

June 4, 2019

If you're currently on the phone with a TurboTax support professional, you can allow them to view your screen by visiting livelook

alump93232
January 2, 2020

This link no longer works, please provide updated instructions on how to connect with a specialist via livelook.

 

https://glance.net/visitor/start/DownloadGlance.aspx?groupid=19185

February 3, 2020

The proper link is actually:  https://turbotaxshare.intuit.com

 

this does resolve to the link listed by @alump93232 

ColeenD3
February 4, 2020

You can do it from within the program. See the screenshots below. You will go to Tools in the menu to the left.

 

May 15, 2021

This is not the correct answer.  The share my file with an agent let's the agent upload your tax software into their Turbo Tax Desk to so that they can help the customer fix issues with their return.

Katherine S 63
March 6, 2020

Ask where do I get a code

RobertG
March 6, 2020

If you are on the phone with a TurboTax professional you can get the code by hitting shift and enter. 

 

The professional will explain how to do it.

 

If you are not on the phone with a professional, why are you looking for the code?

 

@pauloosiepeter

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March 10, 2020

Home

KrisD15
March 11, 2020

Go into your account and return (click "Pick up where I left off")

 

Click Tax Tools on the left side (under File) 

Click Tools from that drop-down 

Click "Share my file with Agent" at the bottom of the list  on the Tools Center screen 

Click OK to the dialog box

The screen-share code is the "token number" listed on the screen 

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April 28, 2020

How I get the code

March 5, 2021

how can i get the code

March 5, 2021

You would get the code while connected with a Turbo Tax Specialist. 

 

If you would like to speak with one, please click here

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May 13, 2020

I need my code

March 6, 2021

You must be on the phone with an expert before you generate the code.    Click on the Cobrowse link at the very bottom of the TurboTax page

 

 

 

 

 

 

New for Tax Year 2020, you may not need to generate a code at all.   If you use the "Contact US" button (accessed from within the search panel)  your expert will be able to send a pop-up window directly to TurboTax Online.  All you do is click "Accept" on the pop-up - no code needed.

April 15, 2021

I need a screen share code

April 15, 2021

@eknecht In the desktop version of TurboTax, choose the Online menu option, then ScreenShare Code. If working online with TurboTax, you need to be on the phone with a TurboTax agent, and then you hit the Shift and Enter keys on your keyboard at the same time.

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November 5, 2021

I press Shift + Enter to share my screen but no code appears. I also tried online menu and screen share but still nothing happens

April 18, 2021

Where can I get my screen share code

April 23, 2021

When you go live with a tax expert they will instruct you how to generate the code.

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May 7, 2021

Hello help

DaveF1006
May 7, 2021

A screen share code is generated every time you make a live call to customer service or to speak to a tax advice specialist. These are not retained after the call.

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