Investors & landlords

There are two different items being discussed here.

If you are speaking with a TurboTax Live agent, they will prompt you to select Cobrowse at the bottom of your screen.  This allows the expert to guide you and see your tax return only.  The expert can only see your TurboTax program.  Any confidential information cannot be seen by the expert.

If you are referring to the Share my file with an Agent function, this creates a "sanitized" version of your tax return so an agent can help you troubleshoot any issues you are having. 

This version of your tax return removes any personal information such as account numbers, Social Security numbers, or anything else that is confidential.  The agent will only be able to see the overall tax input and determine where any issues are and can then find a resolution for you so you can continue with your return and file.