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. 08, 2011

Filed:

Dec. 15, 2008
Applicants:

Jason Char, San Diego, CA (US);

Justin C. Marr, San Diego, CA (US);

Kenichi Mori, Carlsbad, CA (US);

Inventors:

Jason Char, San Diego, CA (US);

Justin C. Marr, San Diego, CA (US);

Kenichi Mori, Carlsbad, CA (US);

Assignee:

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

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06F 17/22 (2006.01);
U.S. Cl.
CPC ...
Abstract

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.


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