Intuit, Inc.

Sharon E Hunt

Yao H Morin

Carol Ann Howe

Massimo Mascaro

Robert E Bamford

Jonathan Lunt

Varadarajan Sriram

Joel R Minton

Andrew Roe

Sylvia R Knust

Thai D Dang

Alexis Hartford

Brian Lyle Hofmaister

Computing systems, computer-implemented methods, articles of manufacture for making personalized assessments regarding whether a taxpayer should be presented with a standardized flow of interview screens, questions or topics, or with an itemized deduction flow of interview screens, questions or topics. This assessment is made utilizing a generated user interface and analytic data elements that generate outputs that reflect the taxpayer's data, e.g., in the form of ranges of numerical data that are based on the taxpayer's data. User interface elements representing response options in the form of range data may be selected by the user without entering specific electronic tax return data for the purpose of making standardized v. itemized determinations and to determine which questions or topics can be bypassed.

Computer generated user interfaces, computerized systems and methods and articles of manufacture for personalizing standardized deduction or itemized deduction flow determinations

A method and system provides personalized user experiences to users of a tax return preparation system, at least partially based on likelihoods of occurrence of life events for the users in a tax year, according to one embodiment. The method and system applies the user data to one or more predictive models to determine the likelihood that one or more available life events occurred in a user's life in a tax year, according to one embodiment. The method and system display life event icons that represent the one or more available life events, and the life event icons are ranked, sorted, and/or emphasized, based on the likelihood that the one or more available life events occurred in a user's life, to increase a user's confidence in the tax return preparations system's capability to address the user's life changes while preparing the user's tax return, according to one embodiment.

Method and system for providing a personalized user experience in a tax return preparation system based on predicted life events for a user

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San Diego, CA, United States of America

Sharon E Hunt