How to access and manage your personal data from y...

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
EnglishEN

Pick a language

English Français
cancel
Showing results for 
Search instead for 
Did you mean: 
TurboTax Help
Intuit

How to access and manage your personal data from your Intuit Account

Here's how to access and download your personal data:

  1. Sign in to TurboTax, if you haven’t already.
  2. Select Intuit Account on the left.
  3. Now select Data & privacy.
  4. Select Download and then follow the screens to submit your data request.

You’ll get an email once your data is ready, with instructions for downloading. Requests can take up to 45 days, depending on how much data is involved.

You'll be able to submit a new request for data from the same account after you receive that email.

Once you have downloaded your personal data file safely and securely from your Intuit Account, use the instructions below as needed to open the file and view it in a way that’s most helpful to you.

You can improve the readability of your data by wrapping its text. This is a feature that automatically moves a word that is too long to fit on a line to the beginning of the next line. To take advantage of this feature, here’s what to do:

Windows

  1. Open Notepad.
  2. Go to Format and select Word Wrap.
    The text will now wrap within the Notepad window.

Mac

  1. Open the TextEdit program.
  2. Go to Format and select either:
    1. Wrap to Window - wraps text within the TextEdit window.
    2. Wrap to Page - wraps text within the page margins.
  3. The text will now conform according to the selected format.

If you downloaded or were sent a file in a .json format, you will need to use the correct application to review its content. Here’s what to do:

  1. Right-click on the .json file and select Open with.
    1. Windows: Select Notepad from the list of apps.
    2. MAC: Select TextEdit from the list of apps.
  2. The file should now open in the selected app.

You can easily use Google Docs to open and view or edit an .xlsx file. Here’s what to do:

  1. Go to Google Drive.
  2. If you already have a Gmail account, skip to Step 5. If not, go to Step 3.
  3. Create a Gmail account using one of these options:
    1. If you don’t have either a Google Account or a Gmail account, sign up at Google.
      (Be sure to create a Gmail address; don’t select the Use my current email address option.)
    2. If you have a Google account but not a Gmail account:
      1. Go to mail.google.com.
      2. Sign in using your Google account login info.
      3. Follow the onscreen info to add Gmail to your account.
        (Note: When you add Gmail, your Gmail address will become the primary username on your account. It will be what others see when you share information, such as documents or photos, from your Google Account.)
  4. Go to Google Drive. 
  5. Locate your .xlsx file and drag it onto the Google Drive page (this is actually your personal Google Drive page – note the My Drive name at the top).
  6. Once the file has uploaded, double click on it and then select Open with Google Sheets.
  7. You can now view or edit the file.

If you downloaded or were sent a zipped file (a file is typically zipped, or compressed, to decrease its size and make it easier to transfer), unzipping the file is typically quick and easy. Here’s what to do:

  • If the zipped file is located in a folder on your computer
    Double click on the zipped item (it typically appears as a folder with a zipper in the middle). This will open the zip folder and you’ll see the unzipped file(s), which you can then open.
  • If the zipped file is attached to an email
    Depending on your email provider, you should be able to double click on the attachment and then Save or Open (directly unzip) the file; or there may be a drop-down option to the attachment, and the drop-down menu should include the option to Open (unzip) the file.

If you want to delete your data

  1. Sign in to TurboTax, if you haven’t already.
  2. Select Intuit Account on the left.
  3. Now select Data & privacy.
  4. Select Delete and then follow the screens to delete your data. If you want to delete data from any other Intuit Accounts, you'll be able to do that one account at a time. We'll walk you through it.

If you don't use Intuit products like TurboTax, QuickBooks, Mint or Turbo and aren’t sure if you have an Intuit Account but want to delete data you've given us, go here.

We'll ask for identifying info to help us search for data of yours that we have stored. If we find data, we'll send you an email(s). Select the link in the email and we'll walk you through how to delete your data.

Was this helpful?

You must sign in to vote, reply, or post
Dynamic AdsDynamic Ads
v
Privacy Settings