Hello, I have Turbotax DESKTOP Home & Business product (for Mac) and was having difficulty transferring data from my prior-year (2024) tax return into the 2025 program/return. I contacted Turbotax support and an agent initiated a screen share to help diagnose the problem. This procedure somehow allowed the 2024 "...24.tax2024" file to be displayed and its data to be imported into the 2025 return. That was good... BUT while working to accomplish this I briefly displayed the screen on Turbotax 2025 program showing my social security number and other sensitive data -- data which had just been imported along with all other 2024 data which was the purpose of my call to support.
Question: do Turbotax agents working with customers using desktop versions see customers' actual data such as Social Security number (when those data are visible to customer) during screen share, or do TT agents just see the program and its labels/features without personal/sensitive data being visible?
Thank you!
