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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.
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"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. The FTC Act applies to data practices involving tax preparation data; the FTC has previously taken enforcement action related to TurboTax data practices. GLBA may also apply to financial data collected in the tax preparation context. State income tax filing data may engage additional state-level obligations. 2) GOVERNANCE EXPOSURE: High. The undefined scope of 'TurboTax tax preparation data' creates interpretive risk. Data such as income information, employer data, or financial account details entered during tax preparation but also shared with other Intuit products (e.g., Credit Karma for loan recommendations) may or may not fall within the carve-out depending on how Intuit operationally defines the boundary. The FTC's prior scrutiny of Intuit/TurboTax data practices heightens the governance sensitivity of this provision. 3) JURISDICTION FLAGS: All U.S. users filing taxes through TurboTax are within scope of IRS safeguard rules. California residents have additional CCPA rights regarding tax-related financial data. The carve-out does not address whether data derived from tax preparation (e.g., adjusted gross income used for Credit Karma product recommendations) is treated as excluded. 4) CONTRACT AND VENDOR IMPLICATIONS: Tax preparers, CPAs, or accounting firms using TurboTax products on behalf of clients should verify through the operative privacy and service agreements that client tax preparation data is subject to the stated carve-out and not aggregated into cross-product Intuit Account data pools. 5) COMPLIANCE CONSIDERATIONS: Legal teams should review the operative TurboTax privacy statement and terms of service to obtain a precise definition of 'tax preparation data,' assess whether derived or inferred data from tax preparation activities is treated as within or outside the carve-out, and evaluate whether IRS safeguard rule obligations are fully addressed in Intuit's data governance documentation.
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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