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
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.
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 →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 →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.
Compare across platforms →"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
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.
Enforcement risk, jurisdiction flags, contract triggers, and due diligence action items.
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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.'
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.
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