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

TurboTax Tax Preparation Data Carve-Out

Medium severity Low confidence Explicit document language Unique · 0 of 352 platforms
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Document Record

What it is

TurboTax tax preparation data is explicitly stated to be excluded from the cross-product Intuit Account data aggregation framework that applies to other Intuit products.

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 provision establishes a stated boundary separating TurboTax tax preparation data from the unified Intuit Account data pool. The practical scope of this carve-out is operationally significant given IRS safeguard rules and FTC enforcement history related to TurboTax data practices, but the document does not define what data qualifies as 'tax preparation data.'

Interpretive note: The document does not define 'TurboTax tax preparation data,' leaving the scope of the carve-out ambiguous, particularly for data derived from or entered during tax preparation that may also be used across Intuit products.

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)

Under this provision, data entered into TurboTax for tax preparation purposes is stated to remain separate from the broader Intuit Account data used for cross-product financial insights and expert referrals. The document does not define the boundary between 'tax preparation data' and other TurboTax account data that may be subject to aggregation.

Cross-platform context

See how other platforms handle TurboTax Tax Preparation Data Carve-Out and similar clauses.

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▸ View Original Clause Language DOCUMENT RECORD
"
The information you share with us through any of our offerings, minus your TurboTax tax preparation data, gets saved to your single Intuit Account.

Excerpt from TurboTax's Privacy Statement

ConductAtlas Analysis

Institutional analysis (regulatory & governance intelligence)

1) REGULATORY LANDSCAPE: TurboTax tax preparation data is governed by IRS Publication 4557 (Safeguarding Taxpayer Data) and related IRS requirements imposed on authorized IRS e-file providers.

Insight

Unlock the full institutional analysis

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

Applicable agencies

  • Federal Trade Commission (ftc)
    Oversees unfair or deceptive business practices and can investigate companies that mislead consumers about data collection, sharing, or use.
    Who can file: Anyone affected by the company's practices (US or international)
    What you need: Your account details, a timeline of relevant events, and a description of the specific issue
    What to expect: Complaints inform FTC enforcement priorities and investigations but do not result in individual resolution or compensation
    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-015296
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-015296
Captured: 2026-07-09 07:37:43 UTC
SHA-256: 61154fce2f9ad442…
URL: https://conductatlas.com/platform/turbotax/turbotax-privacy-statement/provision/CA-P-015296/turbotax-tax-preparation-data-carve-out/
Accessed: Sept. 8, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Medium
Categories

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Frequently Asked Questions

What does TurboTax's TurboTax Tax Preparation Data Carve-Out clause do?

This provision establishes a stated boundary separating TurboTax tax preparation data from the unified Intuit Account data pool. The practical scope of this carve-out is operationally significant given IRS safeguard rules and FTC enforcement history related to TurboTax data practices, but the document does not define what data qualifies as 'tax preparation data.'

How does this clause affect you?

Under this provision, data entered into TurboTax for tax preparation purposes is stated to remain separate from the broader Intuit Account data used for cross-product financial insights and expert referrals. The document does not define the boundary between 'tax preparation data' and other TurboTax account data that may be subject to aggregation.

Is ConductAtlas affiliated with TurboTax?

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