Extension filers: Only left to file your taxes by October 17
Hide Arrow

TurboTax / Tax Calculators & Tips / All Tax Guides / General Tax Tips / Tips for Keeping Your Tax Data Secure

Tips for Keeping Your Tax Data Secure

Updated for Tax Year 2015


In 2014, the number of complaints about criminals pretending to be Internal Revenue Service (IRS) officials was almost 24 times the number reported in 2013. To avoid the growing risk of tax-related scams and identity theft, keep your financial data safe by following certain procedures. It's also important to back up your information for easy access if an unexpected disaster strikes.

Beware of phone and phishing scams

Holding a tablet

In an attempt to steal your money or personal information, tax scammers may call and demand immediate payment over the phone or send you bogus emails or notices asking you to update your tax account. Do not respond to these requests — the IRS will not call you and insist on immediate payment, nor will it send you electronic correspondences.

If you do get an email claiming to be from the IRS, don't click on any email attachments or links, which may contain malicious viruses that can contaminate your computer. Generally, the IRS will never send you an email. If you're unsure whether a notice is legitimately from the IRS, call the agency to find out.

Guard your passwords

According to the IRS, identify theft and other scams tend to succeed because people often use the same login passwords for all their online accounts. Instead, create strong, unique passwords for each of your online accounts that include:

  • A combination of upper- and lower-case letters
  • Numbers and special characters
  • At least 10 characters long

Be sure to change your login and passwords often. It may be helpful to use software or apps like Password Safe or Keeper Password Manager that can automatically generate strong passwords and store them for you.

Protect your computer

Restrict unauthorized access to your computer by password-protecting sensitive data. Consider encrypting important files. For example, use PDF encryption software to secure PDF copies of your tax returns. Encrypting these files protects your data if someone steals your computer or otherwise gains unauthorized access. Other proactive steps include:

  • Keep confidential files in a folder that cannot be shared
  • Remove your hard drive from your computer's hard drive before selling or disposing of it
  • Install antivirus software on your computer
  • Regularly run malware checks

Use secure networks and websites

When you access the Internet over a public Wi-Fi network — such as those provided at airports, libraries, coffee shops and hotels — the connection is often not secure. This means other people may be able to discover private information you send through websites while using these networks

Whenever possible, use a secure wireless network when sending personal and financial information over the Internet. If you must use a public Wi-Fi hotspot, send such information only through fully encrypted websites — the URL address for every page on the site should start with “https.”

Prepare for disasters

Unexpected disasters, such as floods, fires and earthquakes, can occur at any time. Store a copy of your financial information on a USB memory stick or external hard drive in case your hard copies and computer are damaged.

A memory stick is easy to carry if you need to quickly evacuate the area. Use the USB to store copies of prior year's tax returns, insurance policy and account numbers, property titles, wills and mortgage information.

Get every deduction you deserve

TurboTax Deluxe searches more than 350 tax deductions and credits so you get your maximum refund, guaranteed.

For only $54.99*
Start for Free

Looking for more information?

The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

Security is built into everything we do
Here's how
* Important Offer Details and Disclosures
  • Filing Deadline: IRS filing deadline for tax year 2015 is April 18, 2016 (except for residents of Massachusetts or Maine, where the IRS filing deadline for tax year 2015 is April 19, 2016).
  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Free 1040EZ/A + Free State offer only available with TurboTax Federal Free Edition; Offer may change or end at any time without notice. Actual prices are determined at the time of print or e-file and are subject to change without notice. Savings and price comparisons based on anticipated price increase expected 3/18/16. Special discount offers may not be valid for mobile in-app purchases.
  • TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for efiling state returns. E-file fees do not apply to New York state returns. Savings and price comparison based on anticipated price increase expected 3/18/16. Prices subject to change without notice.
  • Anytime, anywhere: Internet access required; standard message and data rates apply to download and use mobile app.
  • Fastest refund possible: Fastest tax refund with efile and direct deposit; tax refund timeframes will vary.
  • Pay for TurboTax out of your federal refund: A $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice. This benefit is available with TurboTax Federal products except the TurboTax Home & Business/QuickBooks Self-Employed bundle offers.
  • About our TurboTax Product Experts: Customer service and product support vary by time of year.
  • About our credentialed tax experts: Live tax advice service is available via phone for your toughest tax questions; fees may apply. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2014 TurboTax products.
  • Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.