- Access your TurboTax account.
- Then, press "Shift+Enter". A small popup appears allowing you to share your screen.
- Share the code to someone you want to share screen.
- Once you have successfully shared your screen, click "Stop share".
- Select "Cancel" to continue sharing your screen.
- If you want to end the screen sharing, select "Stop screen share".
How to Screen Share in TurboTax
📌 Why this matters
Screen sharing in TurboTax lets you collaborate with tax professionals, family members, or accountants in real-time without sending sensitive financial documents back and forth. You can get immediate guidance on complex deductions, have someone review your entries for accuracy, or walk through confusing sections together. This live collaboration eliminates the security risks of emailing tax documents while ensuring you're making the right decisions. Your helper sees exactly what you're seeing, making their advice more precise and relevant to your specific tax situation.
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