Intuit Consumer Group Privacy Statement

You can update or correct your contact information by calling us at (800) 4-INTUIT. To update your Quicken.com email address, sign on to Quicken.com and click on "Account Profile" at the bottom of the page.

To update your Quicken Bill Pay contact information, logon to your account at http://www.quickenbillpay.com, go to the "My Profile" menu and select "Update Your Profile". You can also call Quicken Bill Pay at 1-877-486-8844.

You may control the use of your contact information for promotional, marketing, or survey-related communications by specifying your contact preferences.

To change your mobile contact preferences, follow the instructions in your SMS or other mobile message.

You may unsubscribe from our newsletters by using the unsubscribe link provided in the newsletter sent to you.

If you have privacy-related questions that are not addressed here, please contact the Privacy Team
Or write to us at:
Privacy Team
Intuit Inc.
2800 East Commerce Center Place
Tucson, AZ 85706

Quicken and Quicken Online are personal financial management services.

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.

These reports generally include information about:

• Computer configuration, like monitor resolution
• Application use, like the features that you use most often

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.

Quicken Online automatically downloads financial information, such as current account balances, into your Quicken Online Internet account. To provide you with this service, we must access your online bank account.

• We request the user name, password and any other account information ("log-in credentials") that you have set up with your financial institution to enable access. We use your log-in credentials to routinely update and maintain the financial information you download, to address errors or service interruptions and to enhance the type of data and automation services we may provide to you in the future.
• If we store your log-in credentials, they are encrypted and stored on our firewall-protected servers. For a few financial institutions, you are required to re-enter your log-in information prior to each download (and we don't store your credentials in these cases).
• Your financial information is transmitted securely, so it is unreadable during transmission. It is then stored on our secure servers.
• If you delete your online banking account from Quicken Online or end your Quicken Online service, your bank log-in credentials and account information will be removed from our online servers.
• For more information regarding the use of your financial information, see section 6 of Quicken Online Software License Agreement.

Paytrust is a service owned by Intuit Inc. that allows 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 in Paytrust, we request your Social Security number and date of birth. This information is necessary to verify your identity.
• 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 Quicken Bill Pay service.
• Bank account information, such as account number, type and routing transit numbers, is used to process your payment and service fees.
• The Paytrust 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 Paytrust services you are requesting. Intuit and Metavante Payment Services, LLC have formed a relationship to make available to you the Paytrust online payment service. This privacy statement discloses the privacy practices of Intuit. For a description of Metavante's privacy practices, visit http://www.paytrust.com/mvnt_privacy.html.

QuickenBillPay is a service that allows you to manage online payment of your bills.

• Your financial information is transmitted securely over the Internet.
• When enrolling online for 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 Quicken Bill Pay 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 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 Quicken Bill Pay 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. This privacy statement discloses the privacy practices of Intuit. For a description of Metavante's privacy practices, see https://web.quickenbillpay.com/csp/ws/QUICKEN/html/MVNT_PaymentPrivacy.html.

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.

is a service which allows you to describe your financial and health status to estimate the effect of exercising choices among the benefits provided by your employer and to determine an appropriate number of income tax withholding exemptions you may wish to take. Information about your benefits is provided on behalf of your employer by a benefits management organization. It is offered to you by your employer, generally during the benefits Open Enrollment period annually.

• In order to provide the Quicken Paycheck Optimizer service, we will collect your name, date of birth, SSN, gender, number of dependents, Marital Status, Information from your pay stub including current exemptions, and your health care information.
• When you register for Quicken Paycheck Optimizer, we collect an email address and a password of your choice. You may choose to use the same userid and password for Quicken Paycheck Optimizer as for other Intuit services or you may select a new username and password.
• When you connect to Quicken Paycheck Optimizer, we will collect information listing pages you view, what links you follow within Quicken Paycheck Optimizer, how often you visit, any discount offers displayed to you and any feedback you provide.
• If you contact Intuit for customer support, we may collect your name and email address.
• Quicken Paycheck Optimizer uses this information to calculate your estimated out-of-pocket expenses for the health plans available to you. This information is transmitted securely to and from Intuit. Your information is not shared with the employer/benefits management organization. You may be able to access your information directly via the web or through your employer's benefits application. You may transfer Information collected in Quicken Paycheck Optimizer into other Intuit products or services, such as TurboTax.

QUICKEN PICKS and QUICKEN PICKS MOBILE are services that provide coupons or discounts for purchases at participating merchants.

• When you use Quicken Picks, you may sign in. If you are not signed-in, we log the content of your request and do not associate that information with you personally.
• You may choose and store your favorite categories and your favorite stores using Quicken Picks Mobile. This information is stored on your phone.
• If you choose to participate in "Cash Back", we require that you sign in, and in order to send you the cash back we collect your name and address including street, city, state, and zip code.
• If you are a Quicken for Windows user, you may choose to share your spending data (payees, categories, and memos) along with transaction amounts and dates with Quicken Picks to help find the best discounts. No personally identifiable information is shared. If at any time you would like to discontinue Quicken Picks, just go to the Quicken Picks Preferences in your Quicken software and uncheck the "Enable Quicken Picks" box.
• If you use Quicken Picks Mobile, we generate a unique userid which is used to identify your device. Your mobile carrier will collect basic usage information. We suggest you review the privacy statement of your mobile carrier for additional information.
• We use the information we collect to process and to personalize your requests. For example, we need your mailing address to send you a check from the Cash Back program and your email address to respond to your support request.
• We may combine your anonymous information with information from other Quicken Picks customers to help us improve Quicken Picks. We may share this combined, non-identifying information with partner companies. For example, we might tell a merchant that one of their discounts is significantly more popular among our users.

QUICKRECEIPTS is a service, offered in limited geographical areas, that allows you to organize and categorize your individual purchases from each participating merchant.

• As part of registration, we collect the associated "loyalty" or identifying number you have with your selected merchants.
• When you make a purchase, you provide your "loyalty number" or similar identifier to the merchant. The merchant transmits the transaction information to Intuit. Intuit uses the loyalty number within the transaction records to make the information available for you to organize and categorize.
• Each merchant will be able to view purchases you made with them. The merchants may make special offers available to you based on your purchases with that merchant.
• Transaction data is sent to Intuit securely.

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.

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 associated with that return.

You may import data from your prior year's TurboTax online or TurboTax desktop products. You may also import data from Quicken or QuickBooks. We use industry recognized security safeguards during the transmission of this data over the Internet.

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.

ItsDeductible allows you to track your charitable donations during the year and later you may choose to import them into TurboTax.

This service helps you to fill out the "Free Application for Federal Student Aid" required of students of higher education. The service transfers data as you request and prepares the form. The information is stored so that you may return to it later. The user prints the form and sends on the paper form for processing.

Instant Data Entry allows you to retrieve and enter information into TurboTax automatically from sources such as participating employers, brokerages, payroll companies, mortgage companies, and mutual fund companies, directly onto the correct forms in the TurboTax products. When you download information from the information providers, you may be required to enter personal information to authenticate you, such as the user name, account number and/or password you normally use to access the information on the participating site. The TurboTax products use this personal information solely for the purpose of providing authentication to the tax information provider and the information is not stored by TurboTax. The data transmissions between TurboTax and the information sources are encrypted.

If you would like to pay your federal balance due by credit card, the IRS requires your name, Social Security Number, and balance due. If you select the credit card payment option, including credit card payment through electronic filing, you are giving your consent for the TurboTax Online federal product to gather this information from your tax return and transmit it securely to our credit card payment processor. Our payment processing partner uses this information solely to process payment of your federal taxes. If you don't want this information transmitted to our credit card payment partner, we recommend payment by check. You may also be requested to provide your personal information, such as your e-mail address and phone number, which may be used by the IRS to contact you if there is a question about your payment.

Instead of using a credit card, you can choose to apply for tax refund processing and, upon approval, use your tax refund to pay for your electronic filing and other products and services. This service is offered by Santa Barbara Bank & Trust ("SBBT"). When you apply for refund processing, you are authorizing Intuit to disclose your personal and tax return information to SBBT. You should consult the refund processing application or applicable customer agreement to understand how SBBT will use your personal and tax return information, including the processing and underwriting of your application and detecting, preventing and reporting fraud. Intuit may use the personal information in your refund processing application to contact you about this or other tax-related services.

Tap2Track is a service that allows you to use your iPhone GPS and Google Maps^™ to track your vehicle mileage for later use in tax preparation. Your information is stored on your iPhone and, if you choose, you can export it and later import it into TurboTax.

Tax Planners: Information entered into the Tax Planner and Tax Tools sections (e.g., Life Events Planner) of TurboTax Online is used solely to provide you with "what if" tax estimates. This information is stored behind a firewall and remains on Intuit's servers and is not sent to the IRS or anyone else.

TurboTax Easy Extension: is 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.