What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10.

[M-MTax]

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@skramblr wrote:

......they spin off the under performing groups or groups...

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Well that's exactly right and guess which Intuit group underperforms.

FYI, conglomerates will often spin off groups/divisions to unlock value (take a look at DuPont, GE and Honeywell, for example).

[user17628075906]

My sentiments exactly. I also have the ESU as I am not interested in any 'upgrade' to windows 11. If Intuit doesn't change their plan to include ESU people, I am going elsewhere after a couple decades of using their software

[user17628075906]

I certainly hope so. I am not interested in having all my tax information online considering the number of times sites are getting hacked. I think a windows 10 computer is likely more secure than many servers. LOL

[M-MTax]

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@user17628075906 wrote:

I am not interested in having all my tax information online considering the number of times sites are getting hacked. 

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If you e-file, it makes no difference either way

[JohnQT]

@M-MTax 

Change for change's sake should be resisted.  Please don't slap another new coat of paint on the same old set of annoyances, thereby creating additional annoyances...

If you're going to force me to buy into or upgrade to new shiny, please make it new from the bottom up.  Make it worth my time and/or money to endure your upgrade.

</preaching to choir?>

[M-MTax]

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@JohnQT wrote:

@M-MTax 

Change for change's sake should be resisted

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Resistance is futile.

Ref: Everything that has occurred since the advent of personal computing.

[JohnQT]

Not at all.  If you are willing to endure the pain of moving off Windows altogether then you may be rewarded with an OS that actually meets your needs.  As long as you still make some provision for TurboTax.  😉

(And when they get rid of Desktop products altogether then it probably won't matter which browser you run from whatever OS, in spite of Intuit's "minimum system requirements".)

[JohnQT]

@M-MTax Regarding e-filing, is Intuit under any requirement (self-imposed or regulatory) to retain filing data for only as long as it's required to transmit to Federal and State agencies?  Or do we know for sure that they retain e-file data as long as they retain online-prepared forms, i.e indefinitely?

[M-MTax]

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@JohnQT wrote:

......do we know for sure that they retain e-file data as long as they retain online-prepared forms, i.e indefinitely?

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Yeah, I don't think we know that for sure. At least I know I don't.

[skramblr]

My understanding is when you efile, the data is sent from your PC thru their servers to the IRS. But they do not permanently store your data locally on the servers.  So there is no 'file' for people to hack.

Just for fun, Google search result
"If you use the TurboTax CD/Download desktop software, your tax data file is stored locally on your computer. When you e-file using the desktop version, the data temporarily passes through Intuit's servers to reach the IRS, but a permanent copy of your full tax return file is not stored online by Intuit after the transmission is complete. The only copy resides on your local machine and any backups you make. "

[M-MTax]

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@skramblr wrote:

My understanding is when you efile, the data is sent from your PC thru their servers to the IRS. But they do not permanently store your data locally on the servers.  So there is no 'file' for people to hack.

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That, I believe, is accurate with respect to your tax data file and it is applicable to both the desktop and online versions; there is no file that is permanently stored with your tax data.

[baldietax]

best to read the EULA...

USE OF YOUR DATA. The Software is a web-enabled desktop product. When you are connected to the Internet while using the Software, we may deliver product updates, message service information, and help content. With your lawful consent which you agree you provide herein and including as obtained within the Software, we may also collect data about your use of the Software, your computer, its operating system, application software, and any peripheral hardware. This data helps us determine, among other requirements, the Software’s operating performance. In addition, if you elect to use online options such as federal or state efile services, data will be collected and used in accordance with the Intuit Global Privacy Statement. You hereby give Intuit permission to combine any of this identifiable and non-identifiable information with that of other users of the Software and/or other Intuit services. For example, this means that Intuit may use your and other users’ data to improve the Software in future releases or design promotions and provide ways for you to compare your tax situation with other users, including through the use of artificial intelligence and machine learning models and training.

Electronic Filing Services. If you choose to file your return electronically, your tax return will be forwarded to Intuit's Electronic Filing Center, where Intuit will transmit it to the applicable federal and/or state taxing authority. Additionally, Intuit will store your protected tax return in accordance with federal and/or state laws. You are responsible for verifying the status of your return to confirm that it has been received and accepted by the applicable taxing authority and, if necessary, for filing it manually in the event that the taxing authority rejects your electronically filed return (e.g., if the taxpayer name and SSN don’t match).

[M-MTax]

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@baldietax wrote:

Additionally, Intuit will store your protected tax return in accordance with federal and/or state laws. 

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Yes, with respect to the above-quoted line, do we actually know how long the return is stored?

The rationale behind that question is because users (online and desktop) have requested their returns from Intuit in the past and the company has been unable to provide a copy.

[baldietax]

@M-MTax I've not seen any reference to specific timeframes, in the global privacy policy it refers to data retention requirements etc but I don't know where that's further documented.  I guess CA have extra rights to get whatever data they have.  But even if you can, maybe it's in some sort of e-file format anyway.

https://www.intuit.com/privacy/statement/

Data retention

Unless you specifically ask us to delete your personal information, we retain your personal information as long as it is necessary to comply with our data retention requirements and provide you with services and the benefits of the Intuit Platform and successfully run our business. Even if you submit a deletion request, we may be required to maintain your personal information for as long as necessary to:

comply with our legal or regulatory compliance needs (e.g., maintaining records of transactions you have made with us);

to exercise, establish or defend legal claims; and/or

to protect against fraudulent or abusive activity on our service.

This means we may keep different information for different periods. If your account is canceled because you haven’t used it for a long time, we may delete this information immediately.

There may be occasions where we are unable to fully delete, anonymize, or de-identify your personal information due to technical, legal, regulatory compliance, or other operational reasons. Where this is the case, we will take reasonable measures to securely isolate your personal information from any further processing until such time as we are able to delete, anonymize, or de-identify it.

[M-MTax]

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@baldietax wrote:

@M-MTax I've not seen any reference to specific timeframes, in the global privacy policy it refers to data retention requirements.....

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How about what data they retain? If it's simply basic PII (name, address, email, phone number(s), et al), is it that big of a deal?