Getting Around

Intuit unveils TurboTax for Online Banking

The Basics of Mobile Tax Preparation.

TurboTax® is the #1 best-selling tax preparation software to file taxes online. Easily file federal and state income tax returns with % accuracy to get your. We would like to show you a description here but the site won’t allow us.

Unless prohibited by law, regulation, or a contractual obligation, we may use your information, including your Personal Information, for the following purposes:.

We may obtain additional Personal Information about you, such as address change information, from commercially available sources, to keep our records current. If you set up an administrator account that may be accessed by people other than you, please note that they may see and have the ability to change or delete your Personal Information. We may use your information to communicate with you about our Services and to give you offers for third party products and services that we think may be of use to you.

We will use your information to personalize or customize your experience and the Service, develop new features or services, and to improve the overall quality of Intuit's Services. We may use your information to operate our business, including providing Services you requested, provide you with support related to our Services, and to help us protect our Services, including to combat fraud and protect your information. Customer Service and Technical Support.

We may use your name, address, phone number, email address, how you interact with our Services, and information about your computer configuration to resolve questions you may have about our Services and to follow up with you about your experience.

We also offer various Internet chat services, for example, to speak with an Intuit support representative or tax advisor. A transcript of the session is retained to resolve questions or issues related to our Services. We may use any information you volunteer in surveys you answer for us and combine them with answers from other customers in order to better understand our Services and how we may improve them.

Answering any survey is optional. For example, we may share demographic data that describes the percentage of our customers who use mobile services or who use a particular operating system. We or our third party partners may publicly report the aggregated findings of the research or analysis, but only in a way that would not allow you or any other person to be identified.

We will collect certain information for security purposes in order to verify your authorized access to an account or to reset your password if you cannot access your Intuit account.

Some Services may require added security and you may be asked to provide additional information. The email address and password that you use to sign up for an Intuit account are your "credentials" that you will use to authenticate with our network. We assign a unique ID number to your credentials to track you and your associated information. Intuit Services do not allow sharing of accounts between users or individuals. From time to time, we may need to share your Personal Information with others.

Third Party Service Providers. We may share your information, including Personal Information and Usage Data, with third party service providers who perform various functions to enable us to provide our Services and help us operate our business, such as website design, sending email communications, fraud detection and prevention, customer care, or performing analytics. Our contracts with these third parties require them to maintain the confidentiality of the Personal Information we provide to them, only act on our behalf and under our instructions, and not use Personal Information for purposes other than the product or service they're providing to us or on our behalf.

Response to Subpoenas and Other Legal Requests. We may share your information with courts, law enforcement agencies, or other government bodies when we have a good faith belief we're required or permitted to do so by law, including to meet national security or law enforcement requirements, to protect our company, or to respond to a court order, subpoena, search warrant, or other law enforcement request. Protection of Intuit and Others.

We may share account information, Personal Information and Usage Data when we believe it is appropriate to enforce or apply our products' Terms of Service and other agreements; or protect the rights, property, or safety of Intuit, our Services, our users, or others.

This includes exchanging information with other companies and organizations for fraud protection and credit risk reduction. This does not include selling, renting, sharing, or otherwise disclosing Personal Information of our customers for commercial purposes in violation of the commitments set forth in this Privacy Statement. Reporting to Credit Bureaus. We may share your information with credit bureaus, consumer reporting agencies, and card associations.

Late payments, missed payments, or other defaults on your account may be reflected in your credit report and consumer report.

We may also share your information with other companies, lawyers, credit bureaus, agents, government agencies, and card associations in connection with issues related to fraud, credit, or debt collection. Information Sharing Between Intuit Entities. We share your information, including your Personal Information, with and among our affiliates and subsidiaries, except where prohibited by law, regulation, or a contractual obligation. The protections provided in this Privacy Statement apply across all Intuit entities.

Affiliates and subsidiaries means companies related by common ownership or control. The reasons why we share your information include for our everyday business purposes, such as to: Available for Digital Insight financial institutions to offer in the upcoming tax season, TurboTax for Online Banking won a Best of Show award at Finovate , a conference showcasing the best new innovations in financial and banking technology.

More than 90 percent of people who tried TurboTax for Online Banking during pilot testing who received a tax refund direct deposited that refund with the financial institution that offered the service. Consumers whose financial institutions offer TurboTax for Online Banking can pre-populate their tax forms with tax data from online banking to save time.

This will help people quickly and easily prepare, plan and file tax returns within an online banking session; no additional log in required. The solution can also be integrated with FinanceWorks, the award-winning online financial management solution from Intuit's financial institutions division, Digital Insight, to make tax preparation even easier for tax filers.

FinanceWorks helps online banking customers gain greater visibility and control over their spending with access to account information from more than 12, financial institutions and credit card sites. This aggregated, actionable view of their entire financial picture lets consumers and small businesses get even more data, such as charitable contributions captured in FinanceWorks, pre-filled to TurboTax Online Banking. We believe it will help financial institutions increase their deposits, develop stronger customer relationships and deliver unprecedented value.

And it supports financial institutions' efforts to become the primary online financial hub for their customers. Intuit research shows that 80 percent of consumers and small businesses name their bank or credit union Web site as the online destination they trust most to manage their money. Clicking an icon in the upper left corner opens a menu that lets you navigate among sections; it also displays your real-time refund or obligation and contains some housekeeping tasks, like the sign-out button.

There are three ways to enter your W-2 information. If not, you can take a picture with your mobile device's camera and let the app move the text and numbers into the correct boxes. Or you can type it all in yourself. If you choose the latter, you simply fill in all the blanks from your W-2 on one long screen.

When you finish, click the Continue button. The next page displays your current refund or obligation and explains how the app calculated that value. If you have no other W-2s, you move on to the other income sections.

Like its browser-based counterparts, the app offers two options for supplying the rest of your income. It can guide you one step at a time or you can select your income type s from a list. When you click on one, TurboTax Deluxe takes you to a mini-interview. It returns you to the Income list after you finish.

Click Wrap Up Income when you finish the section completely. The next section pertains to deductions and credits; this works the same way as the income section. Questions about your health insurance status and additional taxes come next. The last step is to complete the Other page, which gives you the options to apply your refund to next year and enter underpayment penalties. TurboTax Deluxe then checks your return for errors or omissions and gives you a chance to correct them.

It transfers applicable data to your state return and walks you through any additional information-gathering steps for your particular state, giving special attention to any credits that you might be able to claim to get your tax bill down.

The site also reviews your state return when you finish it. Once all issues are resolved, you can pay for TurboTax Deluxe and either file electronically or print your return in preparation for mailing. TurboTax has always excelled at providing numerous kinds of guidance as it interviews you about your tax-related information. It's also good at simplifying complex tax language.

On data-gathering pages, you can click Learn More links next to the questions if you're stumped. Sometimes the site also displays a context-sensitive question or statement.

When you finished reading, you click the X in the upper left to return to the previous screen. If you need more than the contextual help on the data-gathering screens, you can click the question mark in the upper right corner to launch the TurboTax Virtual Assistant.

This works differently than in the help center in the mobile version of TaxSlayer Classic. Instead of just typing in a word or phrase and getting a list of related articles, you carry on an ongoing dialogue with the Virtual Assistant. This can be a little confusing at first, but it works quite well.

Such categories include investment sales, self-employment and rental income, and capital gains. If you choose the latter, you simply fill in all the blanks from your W-2 on one long screen.

Closed On:

Such categories include investment sales, self-employment and rental income, and capital gains. As always, we recommend that you start your return well before the tax deadline; this year it is April

Copyright © 2015

Powered By