Intuit, Inc.

Jason Char

Joseph Elwell

Kenichi Mori

Anthony Lionel Creed

Justin C Marr

Jennifer Lynn Keenan

Chris Quinn

Qwan T Pham

Joel Kopelioff

Shuang Li

Elizabeth Nelson

David Bernat

Greg Miller

Sue Tritt

Rodney Sitton

A method for managing a tax refund account by a taxpayer, comprising obtaining a tax refund account comprising financial information associated with the taxpayer, wherein the financial information comprises tax information, calculating a current refund balance representing a value of the tax refund account for the taxpayer contemporaneously with displaying the current refund balance, wherein the value of the tax refund account is based on the tax information of the taxpayer, displaying a list of contributions, wherein the list of contributions comprises a plurality of activities and a value associated with each of the plurality of activities, adjusting the current refund balance based on at least the list of contributions to obtain an estimated refund amount, and displaying the estimated refund amount comprising an estimated value of a tax refund.

Refund saving account manager

A system and method for completing a financial form including generating a navigation path by selecting a plurality of financial events, where the navigation path is used as a framework to complete the financial form, selecting a webinar event from the plurality of financial events in the navigation path, where the webinar event is one of the plurality of financial events associated with at least one webinar related to one of the plurality of financial events, and completing at least a portion of the financial form using the at least one webinar.

Method and apparatus for completing a financial form

Growing community of inventors

San Diego, CA, United States of America

Jason Char