TurboTax · TurboTax Privacy Statement · View original document ↗

Cross-offering data consolidation into single account

Medium severity Medium confidence Explicitdocumentlanguage Common · 279 of 352 platforms
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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)

Consolidating data across offerings means TurboTax can build a broader profile of a user's financial situation and use it to surface recommendations.

Interpretive note: The excerpt describes consolidation benefits illustratively ('things like'), so the listed use cases are examples rather than an exhaustive statement of how consolidated data is used.

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 →

Consumer impact (what this means for users)

The reader's data from multiple TurboTax offerings is pooled into a single account and used to generate financial insights and expert connection suggestions.

How other platforms handle this

MyFitnessPal Medium

We use your personal information to send you newsletters and other promotional communications, including information about MyFitnessPal's new offerings, features, offers, events, webinars, and other information.

Lyft Medium

We may infer certain information from your interactions with the Lyft Platform and other personal information available to us. For example, if you frequently ride to or from airports, we may infer you are a frequent traveler.

Square Medium

we may use this information to make it easier for you to find the people you want to send payments to, for account and identity verification and fraud prevention purposes, to reduce the risk you will send payments to the wrong person, or to provide other personalized services.

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▸ View Original Clause Language DOCUMENT RECORD
"
Having your data in one place helps us do things like show you insights about your financial situation, or know when you might like to connect with a live expert.

— Excerpt from TurboTax's TurboTax Privacy Statement

Applicable regulations

CCPA/CPRA
California, USA
Colorado AI Act
US-CO
CAN-SPAM
United States Federal
FCRA
United States Federal
FTC Act Section 5
United States Federal
GLBA
United States Federal

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-042761
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-042761
Captured: 2026-07-09 07:37:43 UTC
SHA-256: 61154fce2f9ad442…
URL: https://conductatlas.com/platform/turbotax/turbotax-privacy-statement/provision/CA-P-042761/cross-offering-data-consolidation-into-single-account/
Accessed: July 12, 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 Cross-offering data consolidation into single account clause do?

Consolidating data across offerings means TurboTax can build a broader profile of a user's financial situation and use it to surface recommendations.

How does this clause affect you?

The reader's data from multiple TurboTax offerings is pooled into a single account and used to generate financial insights and expert connection suggestions.

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 279 platforms. See the full comparison.

Is ConductAtlas affiliated with TurboTax?

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