Information About Our Products and Services for Individuals
Intuit provides useful tools to help individuals manage their
finances, pay their taxes, manage their health records, etc.
General information about how your information is used can be found at
Intuit Services. This page provides specific
information about our practices for products and services for individuals.
TurboTax Products and Services
Preparation and Electronic Filing of Tax Returns. You may use TurboTax products and services to assist you with the preparation and electronic filing of your tax return. "Tax return information" is information that you provide to prepare a tax return using TurboTax. The use and disclosure of tax return information is governed by Section 7216 of the Internal Revenue Code and many state codes and regulations. Intuit discloses or uses your tax return information only in accordance with applicable laws: to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; or to provide you with the products and services you specifically request or consent to.
To provide customer technical support when troubleshooting e-filing related problems, such as acknowledgements or rejected returns, we may ask you to resubmit your tax return to us.
Collection and use of Children's Personal Information. Intuit's services and products are intended to be used by adults. We may collect information about children as part of the tax return preparation process. The use of tax return information is restricted and any information contained within the return can only be disclosed or used in accordance with applicable laws: to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; or to provide you with the products and services you specifically request or consent to.
As part of the tax filing process, the Internal Revenue Service ("IRS") requires Intuit to request the e-mail address of the person electronically filing a tax return and, if an email address is collected, provide it to the IRS. As a method for detecting fraud in connection with the electronic filing of tax returns transmitted via the Internet, the IRS requires Intuit to provide to the IRS the Internet Protocol ("IP") information (e.g., IP Address, IP Date, IP Time and IP Time Zone) of the computer from which the return originated.
ItsDeductible. Allows you to track your charitable donations during the year and later you may choose to import them into TurboTax.
Electronic Archiving of Tax Returns. At the completion of each tax year (generally October 15), TurboTax Online will store your completed tax returns in PDF file format. We do not use the content of your PDF files for any other purpose. Intuit is required to retain the copies of the prepared returns for four (4) years.
Tax Planners. Information entered into the Tax Planner and Tax Tools sections (e.g., Life Events Planner) of TurboTax.com is used solely to provide you with "what if" tax estimates. This information is not stored.
TurboTax Easy Extension. A tool which allows you to file electronically a tax deadline extension form with the Internal Revenue Service. Information on the form is retained for the required period.
Quicken Products and Services
Quicken is a personal financial management service that can automatically download financial information, such as current account balances and transactions. To provide you with this service, we need to access your online account.
Quicken's Anonymous Usage Statistics. When you choose to participate in this program, we collect basic information about your computer configuration and how you use Quicken. These reports are sent to Intuit to help us improve our products. The data we collect does not contain any personal information and is not used to identify you. It does NOT intentionally contain any contact information like name or address. Your accounts and financial transactions are NOT included
These reports generally include information about:
- Computer configuration, like monitor resolution
- Application use, like the features that you use most often.
Quicken.com Investing Center. To use the Investing
Center you must be a registered user of a currently supported version
of Quicken software and you must have a Quicken.com member name and
password. When registering, we verify your member name, password and
Quicken software version year to allow you access to Quicken.com
services.
Paytrust and Quicken Bill Pay Paytrust and Quicken Bill Pay are services that allow you to manage online payment of your bills. Intuit and Metavante Payment Services, LLC have formed a relationship to make available to you the Paytrust online payment service.
- Your financial information is transmitted securely over the Internet.
- When enrolling online for Paytrust or Quicken Bill Pay, we request your Social Security number and date of birth. This information is necessary to verify your identity at the time of enrollment.
- Your date of birth and the last four digits of your Social Security Number may be used to verify your identify and prevent fraudulent use of your account information in the event you contact Customer Service for assistance. This information will also be used to verify critical information about you, including your contact information, in relation to your payment service.
- Bank account information, such as account number, type and routing transit numbers, is used to process your payment and service fees. Your information is transmitted securely.
- The Paytrust or Quicken Bill Pay enrollment page is hosted by a third party, Metavante Payment Services LLC, on our behalf. Metavante is not permitted to use your information for anything other than to provide you the services you are requesting. Intuit and Metavante Payment Services, LLC have formed a relationship to make available to you the Quicken Bill Pay online payment service. For a description of Metavante's privacy practices, click here.
- To update your Quicken Bill Pay contact information, logon to your account here, go to the "My Profile" menu and select "Update Your Profile". You can also call Quicken Bill Pay at 1-877-486-8844.
Mint.com
Mint.com is an online personal financial management service which can automatically transfer financial information, such as current account balance and transactions to your account. To provide you with this service, we need to access your online accounts.
Information specifically about Mint.com and its security and
privacy can be found here.
View My Paycheck Information for Individuals
If your employer is signed up for ViewMyPaycheck, they may send an invitation email for ViewMyPaycheck to you which will include sign-in instructions and a link that allows you to activate ViewMyPaycheck. If you don't have an Intuit Account, you'll be prompted to reate one by providing your user name and password.
Intuit Web Pay and Intuit Payment Network
Your merchant may use Intuit Web Payment or the Intuit Payment Network to safely process your payment. When you pay through an Intuit Web Payment page or through the Intuit Payment Network, your payment details are encrypted and masked for your protection. When you pay through Intuit Payment Network, you will be asked to register for the service by providing a user name and password. These payment services adhere to rigorous industry security standards. By using this service you are permitting us to share your payment and shipping information with the merchant. If you provide a valid email address, both you and your merchant receive a transaction receipt by imail to confirm payment amounts and ensure order accuracy. If you identify a problem on your receipt, contract your merchant immediately. Your receipt will always include merchant contact information.
Tax Form Drop Off for Tax Clients
Your Accountant or Tax Professional will enable your use of this service and will provide you with a user id and password. You then choose your financial institutions and sign in. TaxFormDropOff connects to the financial institution, downloads your tax documents, and sends them to your tax preparer.
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