What personal information is required when setting up a TurboTax account?

When setting up a TurboTax account, it is essential to provide your name, Social Security number, and filing status. This information is crucial for accurately identifying your tax profile and ensuring that your tax return is filed correctly. The name and Social Security number are used to match your tax records with the IRS and verify your identity, while the filing status helps determine your tax rates and the deductions or credits you may qualify for based on your situation.

This information lays the foundation for the tax preparation process, allowing TurboTax to generate personalized recommendations and guides for your filing. It streamlines the setup while helping you move more efficiently through the tax preparation process.