If you use Expert Services, sessions may be recorded

The terms say Expert sessions may be monitored or recorded for quality, internal training and agent assessment; optional video may show your background.

This applies if you use Expert Services; the additional visibility of you and your background applies if you choose two-way video.

Session-replay tools may capture clicks and keystrokes

The privacy statement says session replays include clicks, touches, mouse movements and keystrokes, and names FullStory and Medallia as possible providers.

A deletion request may not remove all retained information

Intuit may keep personal information after a deletion request or account end for legal, service, business or fraud-related needs, and some data may not be fully deleted.

U.S. tax-return information has a stated use-and-sharing limit

Intuit says it will not use or disclose U.S. Tax Return Information beyond tax preparation without your consent, unless the law authorizes it.

Using Intuit's platform permits cross-service data sharing

The terms say using the platform instructs Intuit to share data for marketing, eligibility and other purposes; tax-return information has separate limits.

Assistant input reuse has an unclear tax-information limit

Assistant inputs may be used to improve Intuit's services, but the privacy statement limits use of U.S. Tax Return Information without consent; their interaction is unclear.

This issue arises if you use a digital assistant and provide U.S. Tax Return Information in your input.

Sharing protected content gives Intuit a long-lived license

You retain your IP, but sharing protected content gives Intuit a worldwide, royalty-free license to operate and improve the platform while it remains protected; tax-return information has a separate consent limit.

The license applies when you share content protected by intellectual property rights; the separate privacy limit applies if the information is U.S. Tax Return Information.

TurboTax does not promise online return access indefinitely

After December 31 of the applicable filing season, TurboTax says it need not provide access to your return unless an exception applies; without a saved copy, you must contact the IRS.

The terms reserve broad discretion to suspend TurboTax use

The TurboTax terms reserve discretion to refuse the service or immediately suspend or cancel your continued use.

The terms specify individual arbitration for most U.S. claims

The terms route most claims to binding arbitration or qualifying small claims court and waive jury trials and class or representative proceedings.

If you defer payment, TurboTax may raise the price

For versions paid for when a return is ready, the price may rise as the filing deadline approaches, even after you have started the return.

This applies to versions that do not require payment until the return is prepared and ready to file.

Printing or e-filing can waive ordinary refund rights

For versions that let you prepare for free, printing or e-filing indicates satisfaction and waives a refund except where another stated guarantee applies.

This applies when you print or e-file a return; the terms say only some versions allow free use up to that point.

Paid subscriptions renew automatically unless canceled

If you buy a subscription, it renews at the end of each period; you may cancel at any time, with cancellation effective after the current period.

This applies if you purchase a subscription.

Paid subscriptions do not refund unused time after cancellation

If you cancel a paid subscription mid-period, the terms say you keep access until the period ends but receive no refund or credit for unused time.

This applies if you purchase a subscription and cancel during its period.