Provision record
TurboTax · TurboTax Privacy Statement · View original document ↗

Money Transmission Licensing Disclosure

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Document Record

What it is

Intuit Payments Inc. is identified as the entity providing money movement services, licensed as a Money Transmitter by the New York State Department of Financial Services, with a specific complaint reference for Texas customers.

This analysis describes what TurboTax's agreement states, permits, or reserves. It does not constitute a legal determination about enforceability. Regulatory applicability and practical outcomes may vary by jurisdiction, enforcement context, and individual circumstances. Read our methodology

ConductAtlas Analysis

Why it matters (compliance & governance perspective)

This disclosure identifies Intuit Payments Inc. as a regulated money transmitter subject to New York State Department of Financial Services oversight, which has implications for how payment and money movement data is governed and what regulatory recourse is available to users of payment-related features.

Recent Activity

This document changed recently

Medium May 29, 2026

The updated privacy statement no longer describes a specific opt-out procedure for advertising cookies that was previously available. The prior version stated users could 'opt out of having your personal information used or disclosed for these purposes by sliding the toggle to No and clicking Save My Choices', but this mechanism and accompanying language are no longer present in the updated disclosure. The updated terms also no longer explicitly state that IP addresses and device identifiers may be shared with advertising partners, removing prior transparency about what data types are disclosed. You should review TurboTax's main Privacy Policy to determine if opt-out mechanisms exist elsewhere or what the current data-sharing practices are.

View change record →
Medium May 23, 2026

The updated terms now explicitly state that TurboTax and its advertising partners use cookies and tracking technologies to deliver targeted advertising on and off TurboTax sites. The policy discloses that IP addresses and device identifiers may be shared with advertising partners to show you more relevant ads, and states these practices may be considered 'targeted advertising' or 'sharing' of personal information under applicable law. You can decline third-party advertising cookies by going to 'Customize Settings,' though essential website cookies required for site functionality cannot be refused.

View change record →

Clause Stability Stable

0
Changes
4
Months Monitored
Jul 9, 2026
First Seen
Jul 9, 2026
Last Seen

Consumer impact (what this means for users)

This provision discloses that money movement features across Intuit products are provided by Intuit Payments Inc. under money transmitter licensing, with regulatory oversight by the New York State Department of Financial Services. Texas customers are specifically directed to a complaint mechanism for money transmission service issues.

Cross-platform context

See how other platforms handle Money Transmission Licensing Disclosure and similar clauses.

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▸ View Original Clause Language DOCUMENT RECORD
"
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For details about our money transmission licenses, or for Texas customers with complaints about our service, please click here.

Excerpt from TurboTax's Privacy Statement

ConductAtlas Analysis

Institutional analysis (regulatory & governance intelligence)

1) REGULATORY LANDSCAPE: Money transmission licensing engages state money transmitter laws across all jurisdictions where Intuit Payments Inc.

Insight

Unlock the full institutional analysis

Enforcement risk, jurisdiction flags, contract triggers, and due diligence action items.

Applicable agencies

  • Consumer Financial Protection Bureau (cfpb)
    Regulates consumer financial products and services. Can investigate companies for unfair, deceptive, or abusive financial practices including improper fees, billing errors, and data misuse.
    Who can file: Anyone who has used a consumer financial product or service in the US
    What you need: Account number or details, dates of transactions or events, description of the issue, and any supporting documents
    What to expect: The company must respond within 15 days. The CFPB forwards your complaint and may use it in enforcement actions. Individual compensation is possible in some cases.
    File a complaint →

Provision details

Document information
Document
TurboTax Privacy Statement
Entity
TurboTax
Document last updated
May 5, 2026
Tracking information
First tracked
July 9, 2026
Last verified
July 9, 2026
Record ID
CA-P-015298
Document ID
CA-D-00439
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
61154fce2f9ad44251f396f60a058ae6b16e2a6089810b3d0d4eefab0086c3c2
Analysis generated
July 9, 2026 07:37 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: TurboTax
Document: TurboTax Privacy Statement
Record ID: CA-P-015298
Captured: 2026-07-09 07:37:43 UTC
SHA-256: 61154fce2f9ad442…
URL: https://conductatlas.com/platform/turbotax/turbotax-privacy-statement/provision/CA-P-015298/money-transmission-licensing-disclosure/
Accessed: Sept. 8, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Low
Categories

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Frequently Asked Questions

What does TurboTax's Money Transmission Licensing Disclosure clause do?

This disclosure identifies Intuit Payments Inc. as a regulated money transmitter subject to New York State Department of Financial Services oversight, which has implications for how payment and money movement data is governed and what regulatory recourse is available to users of payment-related features.

How does this clause affect you?

This provision discloses that money movement features across Intuit products are provided by Intuit Payments Inc. under money transmitter licensing, with regulatory oversight by the New York State Department of Financial Services. Texas customers are specifically directed to a complaint mechanism for money transmission service issues.

Is ConductAtlas affiliated with TurboTax?

No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by TurboTax.