The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Mar. 09, 2021

Filed:

Mar. 10, 2017
Applicant:

Intuit Inc., Mountain View, CA (US);

Inventors:

Yao H. Morin, San Diego, CA (US);

Massimo Mascaro, San Diego, CA (US);

R. Jason Char, San Diego, CA (US);

Carol Ann Howe, San Diego, CA (US);

Assignee:

Intuit Inc., Mountain View, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01); G06N 5/04 (2006.01);
U.S. Cl.
CPC ...
G06Q 40/123 (2013.12); G06N 5/04 (2013.01);
Abstract

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.


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