Intuit, Inc.

R Jason Char

Massimo Mascaro

Yao H Morin

Carol Ann Howe

John R Caldwell

Melanie Ann Novak

Geoffrey C Howard

William Nolte

A method and system provide estimated tax refund data to a user of a tax return preparation system throughout personalized tax return preparation interview. The method and system receive current user tax related data associated with the user, retrieve tax rules data, and gather historical tax related data associated with historical users of the tax return preparation system. The method and system further generate probabilistic inference data including inferences about tax related characteristics of the user based on the historical tax related data and the tax rules data. The method and system provide estimated tax refund data to the user based on the probabilistic inference data.

System and method for providing a predicted tax refund range based on probabilistic calculation

A process for providing a year-round tax monitor whereby baseline tax data and current year-to-date tax data for a user is obtained. Data representing current tax year directives made by the user, and/or data representing tax related choices made by the user in the current tax year to date, and/or data representing tax related events associated with the user in the current tax year to date is also obtained. Using the baseline tax data, and/or current year-to-date tax data, and/or the data representing current tax year directives made by the user, and/or the data representing tax related choices made by the user in the current tax year, and/or the data representing tax related events associated with the user for the current tax year, an estimate and/or projection of tax liability for the current tax year is calculated and a projected tax refund that will be owed to, or a tax liability that will owed by, the user for the current tax year is estimated. The estimated tax refund that will be owed to, or a tax liability that will be owed by, the user for the current tax year is then provided to the user via a tax monitor widget displayed on a display device accessible by the user.

Method and system for providing a year-round tax monitor

Growing community of inventors

San Diego, CA, United States of America

R Jason Char