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TaxAct Class Settlement
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TAXACT CLASS SETTLEMENT

Smith-Washington, et al. v. TaxAct, Inc.

United States District Court for the Northern District of California

No. 3:23-cv-00830-VC


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TIME REMAINING TO FILE A CLAIM

(DEADLINE IS SEPTEMBER 11, 2024)



12 DAYS 8 HOURS 44 MINUTES 22 SECONDS





TaxAct Class Settlement


Click Here to File a Claim in this Settlement


If you used a TaxAct online do-it-yourself consumer Form 1040 tax filing product
and filed a tax return using the TaxAct online product at any time between
January 1, 2018, and December 31, 2022, or your spouse filed a joint tax return
using the TaxAct online product during that same period, you should read the
Notice as you may be entitled to a cash payment and the free use of TaxAct®
Xpert Assist for your tax year 2024 return.



A Settlement has been reached between Defendant TaxAct, Inc. (“TaxAct” or
“Defendant”) and Plaintiffs in a class action lawsuit pending in the United
States District Court for the Northern District of California.


You are included in this Settlement as a Settlement Class Member if you are a
member of either or both of the following two Settlement Classes:


 * The Nationwide Class: this Class includes all natural persons who used a
   TaxAct online do-it-yourself consumer Form 1040 tax filing product and filed
   a tax return using the TaxAct online product at any time between January 1,
   2018, and December 31, 2022, and whose postal address listed on their tax
   return was in the United States. The Nationwide Class includes a California
   Subclass of members whose postal address listed on their tax returns was in
   California.



 * The Nationwide Married Filing Jointly Class: this Class includes all natural
   persons whose spouse used a TaxAct online do-it-yourself consumer Form 1040
   tax filing product and filed a joint tax return using the TaxAct online
   product at any time between January 1, 2018, and December 31, 2022, and whose
   postal address listed on such joint tax return was in the United States. The
   Nationwide Married Filing Jointly Class also includes a California Married
   Filing Jointly Subclass of members whose postal address listed on the joint
   tax return was in California.



 * If, as of January 9, 2024, you filed a demand for arbitration against TaxAct
   to arbitrate claims that would otherwise be released in accordance with the
   terms of the Settlement Agreement, you are excluded from both Settlement
   Classes unless you elect to opt-in to the Settlement Classes by filing a
   timely Claim Form.
   



This lawsuit is known as Smith-Washington, et al. v. TaxAct, Inc., Case No.
3:23-cv-00830 (N.D. California). Defendant denies that it violated any law but
has agreed to the Settlement to avoid the costs and risks associated with
continuing this case.


Your rights are affected whether you act or don’t act. Please read the Notice
carefully. 




SUMMARY OF YOUR LEGAL RIGHTS AND OPTIONS IN THIS SETTLEMENT


DEADLINE


SUBMIT A CLAIM


The only way to receive a cash payment from this Settlement and the free use of
TaxAct® Xpert Assist for your tax year 2024 return is by submitting a timely and
properly completed Claim Form that obtains approval from the Settlement
Administrator. The Claim Form must be submitted no later than September 11,
2024.


You can submit your Claim Form online or download the Claim Form and mail it to
the Settlement Administrator. You may also call the Settlement Administrator to
receive a paper copy of the Claim Form.

As a Settlement Class Member, regardless of whether you submit a Claim Form,
provided that you do not opt-out of the Settlement, if the Settlement is
approved by the Court you will give up the right to sue the Defendant in a
separate lawsuit about the legal claims or factual allegations this Settlement
resolves.

For more information see Questions 9 and 10.


However, if, as of January 9, 2024, you filed a demand for arbitration against
TaxAct to arbitrate claims that would otherwise be released in accordance with
the terms of this Settlement Agreement, you are excluded from both Settlement
Classes unless you elect to opt-in to a Settlement Class by filing a timely
Claim Form.

September 11, 2024

OPT-OUT OF THE SETTLEMENT


You can choose to opt-out of the Settlement and receive no payment or free use
of TaxAct® Xpert Assist. This option allows you to sue, continue to sue, or be
part of another lawsuit against the Defendant related to the legal claims and
factual allegations resolved by this Settlement. You can choose to hire your own
legal counsel at your own expense. 

For more information see Question 15.


September 11, 2024

OBJECT TO THE SETTLEMENT AND/OR ATTEND A HEARING


If you do not opt-out of the Settlement, you may object to it by writing to the
Court about why you don’t like the Settlement. You may also ask the Court for
permission to speak about your objection at the Final Approval Hearing. If you
object, you may also file a Claim Form. 

For more information see Question 16 .

August 12, 2024

DO NOTHING


Unless you opt-out of the Settlement, you are automatically part of the
Settlement. If you do nothing, you will not get a payment or free use of TaxAct®
Xpert Assist from this Settlement and you will give up the right to sue,
continue to sue, or be part of another lawsuit against the Defendant related to
the legal claims or factual allegations resolved by this Settlement.

No Deadline






These rights and options—and the deadlines to exercise them—are explained in the
Notice.

 * The Court in charge of this case still has to decide whether to approve the
   Settlement.

 * The Notice summarizes the proposed Settlement. For the precise terms of the
   Settlement, please see the Settlement Agreement, by contacting Class Counsel,
   whose contact information is listed in Question 12, by accessing the Court
   docket in this case, for a fee, through the Court’s Public Access to Court
   Electronic Records (PACER) system at http://ecf.cand.uscourts.gov, or by
   visiting the office of the Clerk of the Court for the United States District
   Court for the Northern District of California, San Francisco Division, 450
   Golden Gate Avenue, San Francisco, CA 94102, between 9:00 a.m. and 4:00 p.m.,
   Monday through Friday, excluding Court holidays.

 * PLEASE DO NOT TELEPHONE THE COURT OR THE COURT CLERK’S OFFICE TO INQUIRE
   ABOUT THIS SETTLEMENT OR THE CLAIM PROCESS.







This website is authorized by the Court, supervised by counsel and controlled by
Kroll Settlement Administration LLC, the Settlement Administrator approved by
the Court. This is the only authorized website for this case.

Call
(833) 425-9910
Email
info@TaxActClassSettlement.com
Mail
Smith-Washington v. TaxAct Inc.
c/o Kroll Settlement Administration LLC
PO Box 225391
New York, NY 10150-5391


DOCUMENTS

Please read for a full explanation of the settlement and your options and all
applicable timelines.


CONTACT

Contact us with any inquiries, comments, and/or requests.


SUBMIT CLAIM

Click here to safely and securely submit a Claim Form.


OPT-OUT FORM

Click here to safely and securely submit a Opt-Out Form.


IMPORTANT DATES


 * OPT-OUT DEADLINE
   
   Wednesday, September 11, 2024 You must complete and mail your Request to
   Opt-Out form so that it is postmarked no later than September 11, 2024.


 * OBJECTION DEADLINE
   
   Monday, August 12, 2024 You must mail your objection(s) and/or notice of
   intent to appear at the Final Approval Hearing so that it/they are postmarked
   no later than August 12, 2024.


 * CLAIMS SUBMISSION DEADLINE
   
   Wednesday, September 11, 2024 You must submit your Claim Form online no later
   than September 11, 2024 or mail your completed paper Claim Form so that it is
   postmarked no later than September 11, 2024.


 * FINAL APPROVAL HEARING
   
   Thursday, November 21, 2024 The Final Approval Hearing is scheduled for
   November 21, 2024 at 2:00 p.m. PT. Please check this website for updates.


IMPORTANT DOCUMENTS

 * Second Amended Operative Complaint(PDF: 747.9 kB)
 * Motion for Preliminary Approval(PDF: 10.8 MB)
 * Settlement Agreement(PDF: 1.5 MB)
 * Preliminary Approval Order(PDF: 162.6 kB)
 * Short-Form Notice(PDF: 19.9 kB)
 * Long Form Notice(PDF: 135.1 kB)
 * Claim Form(PDF: 15.7 kB)
 * Opt-Out Form(PDF: 13.0 kB)
 * Proposed Order Granting Motion for Attnys Fees, Expenses, Service Awards(PDF:
   150.3 kB)
 * Postman Declaration In Support of Motion for Attorneys' Fees, Expenses,
   Service Awards(PDF: 2.2 MB)
 * Hammond Declaration In Support of Motion for Attornnys' Fees, Expenses,
   Service Awards(PDF: 794.9 kB)
 * Notice of Motion and Motion for Attorneys Fees, Expenses, Service Awards(PDF:
   460.3 kB)


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