When you e-file your federal taxes with TurboTax's PC software, do the tax forms go through Intuit's servers, or are they submitted directly to the IRS somehow?
i.e. do Intuit servers ever see a copy of your filing, or no?
Their software license (
license.rtf) says this:
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.
Intuit has multiple tax related products developed by different departments (originally different companies that Intuit acquired over the years) which all use services provided by another separate department which handles all communications with IRS MeF servers aka e-filing.
So when customer support representative for the desktop TurboTax product tells you that they don't keep customers data - they do not blatantly lie. They just speak about their own product division and not the whole company.
To reiterate, the answer to
do Intuit servers ever see a copy of your filing?
is absolutely! No desktop version of any Intuit software has the capability to e-file directly to IRS servers. All clients data is being sent to Intuit servers for processing and submitting to IRS.
If you are using the Turbotax website to do your taxes, Intuit has (and keeps) full records of everything. It allows you to view previous years' data in full, download previous tax returns, etc.
If you are using Turbotax software installed on your computer, it is most likely that the answer to this question on Turbotax's website (Is efile from TurboTax CD safe?) is correct. It states the following:
The only records we would have is your e-filing record consisting of your final figure(s) (refund or balance due) as well as how you intend to receive your refund.
This correlates with the information that Turbotax can alert you when your efile'd return is accepted, even when using the desktop software, and the claim from Turbotax that they cannot pull up tax returns created using the software (I want to change my return from e-file to mailing, but can't retrieve the file from my computer(Mac). What can I do?)
(The previous answer to this question claimed no data was stored at all based on this answer from Turbotax's website (If using Turbotax (CD),and I efile a fed/state return,is my info sent directly to the federal/state's servers or does it go through or get saved to a Turbotax server?), but given that Turbotax alerts you on an accepted efile that is obviously untrue.)