rev. Mar 2025

• This notice covers U.S. Intuit accounts Legal Rights & Agreement Rules

FACTS

WHAT DOES INTUIT INC. (“INTUIT”) DO WITH YOUR PERSONAL INFORMATION?

| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |

• The notice describes limited federal sharing choices Sharing & Disclosure

| What? | The types of personal information we collect and share depend on the product or service you have with us. This information can include: § Social Security number and transaction history § account balances and payment history § credit history and credit scores |

• Collected and shared data depends on your product Data Access & Collection

| How? | All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons Intuit chooses to share; and whether you can limit this sharing. |

• Intuit shares information for everyday business Sharing & Disclosure

| Reasons we can share your information | Does Intuit share? | Can you limit this sharing? |

• Intuit shares information for everyday business Sharing & Disclosure
• Intuit shares information to market its own products Sharing & Disclosure
• Intuit shares for joint marketing with financial companies Sharing & Disclosure
• Affiliates receive transaction and experience information Sharing & Disclosure
• Creditworthiness sharing with affiliates has purpose limits Sharing & Disclosure
• Intuit says it does not share for nonaffiliates’ marketing Sharing & Disclosure

| For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |

• Intuit shares information for everyday business Sharing & Disclosure

| For our marketing purposes— to offer our products and services to you | Yes | No |

• Intuit shares information to market its own products Sharing & Disclosure

| For joint marketing with other financial companies | Yes | No |

• Intuit shares for joint marketing with financial companies Sharing & Disclosure

| For our affiliates’ everyday business purposes— information about your transactions and experiences | Yes | No |

• Affiliates receive transaction and experience information Sharing & Disclosure

| For our affiliates’ everyday business purposes— information about your creditworthiness | No | We don’t share* |

• Creditworthiness sharing with affiliates has purpose limits Sharing & Disclosure
• The notice describes limited federal sharing choices Sharing & Disclosure

| For nonaffiliates to market to you | No | We don’t share |

• Intuit shares for joint marketing with financial companies Sharing & Disclosure
• Intuit says it does not share for nonaffiliates’ marketing Sharing & Disclosure
• The notice describes limited federal sharing choices Sharing & Disclosure

| Questions? | Visit us at: https://www.intuit.com/privacy/ Email us at: privacy@intuit.com |

• Privacy questions can go to Intuit Account & Service Control

| Who we are |

| Who is providing this notice? | This notice is provided by Intuit Inc. and is applicable to your U.S. Intuit account. |

• This notice covers U.S. Intuit accounts Legal Rights & Agreement Rules

| What we do |

| How does Intuit protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. |

• Intuit describes safeguards against unauthorized access and use Security & Safeguards

| How does Intuit collect my personal information? | We collect your personal information, for example, when you § open an account or seek financial or tax advice § give us your contact information or give us your income information § apply for a loan We also collect your personal information from others, such as credit bureaus, affiliates, or other companies. |

• Information comes from account and financial activities Data Access & Collection
• Intuit also collects information from other companies Data Access & Collection

| Why can’t I limit all sharing? | Federal law gives you the right to limit only § sharing for affiliates’ everyday business purposes—information about your creditworthiness § affiliates from using your information to market to you § sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law. |

• The notice describes limited federal sharing choices Sharing & Disclosure

| Definitions |

| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies. § Our affiliates include companies with the Intuit name (operating as TurboTax, QuickBooks, Mint, Credit Karma, and Mailchimp) |

• Intuit also collects information from other companies Data Access & Collection
• Affiliates receive transaction and experience information Sharing & Disclosure

| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. |

• Intuit says it does not share for nonaffiliates’ marketing Sharing & Disclosure

| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you. § Our joint marketing partners are financial service companies. |

• Intuit shares for joint marketing with financial companies Sharing & Disclosure
• Intuit says it does not share for nonaffiliates’ marketing Sharing & Disclosure

Other important information

For Vermont Customers:

• Intuit shares for joint marketing with financial companies Sharing & Disclosure
• Creditworthiness sharing with affiliates has purpose limits Sharing & Disclosure
• Intuit says it does not share for nonaffiliates’ marketing Sharing & Disclosure
• Privacy questions can go to Intuit Account & Service Control
• Vermont disclosures need authorization or a legal exception Sharing & Disclosure

• Intuit and Credit Karma will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
• • Intuit shares for joint marketing with financial companies Sharing & Disclosure
  • Creditworthiness sharing with affiliates has purpose limits Sharing & Disclosure
  • Intuit says it does not share for nonaffiliates’ marketing Sharing & Disclosure
  • Vermont disclosures need authorization or a legal exception Sharing & Disclosure
• Additional information concerning our privacy policies can be found at https://www.intuit.com/privacy/.
• • Privacy questions can go to Intuit Account & Service Control

For California Customers: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts. We will limit sharing among our companies to the extent required by California law.

• Intuit shares information for everyday business Sharing & Disclosure
• Intuit shares information to market its own products Sharing & Disclosure
• Intuit shares for joint marketing with financial companies Sharing & Disclosure
• Affiliates receive transaction and experience information Sharing & Disclosure
• Creditworthiness sharing with affiliates has purpose limits Sharing & Disclosure
• Intuit says it does not share for nonaffiliates’ marketing Sharing & Disclosure
• California sharing is limited by state law Sharing & Disclosure

*We do not share information about your creditworthiness with affiliates for their everyday business purposes. However, we may share information about your creditworthiness with affiliates for other purposes, with your consent.

• Creditworthiness sharing with affiliates has purpose limits Sharing & Disclosure
• The notice describes limited federal sharing choices Sharing & Disclosure