Thank you for addressing my question. This is something many people are curious about, but until now I have not seen this concern addressed with precision.
Point taken that no information from a support call is retained electronically in the Turbotax system, but the fact that my data (e.g., social security number) are visible to the Turbotax expert is a little concerning. There is nothing to prevent an expert from writing down with pen and paper, or photographing their own screens with a phone, any information they glimpse. Thus, we who are relying on Turbotax for support (whether technical support, as in my case, or for tax advice) are counting on Turbotax to hire and carefully oversee personnel who are trustworthy. Human nature and ethical standards being what they are, I feel reluctant to count on that.
But now we know that TT agents/experts can in fact see our data and not just the program's labels and features, so each person can make up his/her own mind as to whether they want to take this leap of faith or not.
