What tax return information do you use?
- Personal Info, including: Name, age, address, family & dependent information, email address, log-in information and your business industry info, if applicable
- Filing and tax information, including: date of filing, refund amount, tax amount due
- Annual income, including:
- W2 info (payer ID, wages, 401(k) contribution, 403B, IRA contribution, TSP contribution, federal withholding, state withholding, SEP)
- Schedule B, Schedule C, Schedule D, Schedule E, Schedule K, Form 8949, 1099-INT, 1099-DIV, 1099-R
- Deductions and Credits, including:
- Interest: Student Loans and Mortgages
- Credits: earned income tax, education, child, adoption, saver's, small business
- Data about your product usage within our products and our Websites, including:
- clickstreams and product behavior
- FreeTaxUSA activity info: Info about when you take certain actions in FreeTaxUSA such as when you access FreeTaxUSA, whether you're a new or returning FreeTaxUSA customer, whether you import your prior year tax info to help prepare this year's return, when you choose a refund method and when you pay for FreeTaxUSA, when you access or print your return, when you pay any tax balance due, whether and when you add any products or services such as Deluxe or Pro Support, when you submit and verify your e-filing info
