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.
Patent No.:
Date of Patent:
Aug. 13, 2013
Filed:
Feb. 19, 2010
Vidya Dinamani, San Diego, CA (US);
Alan Tifford, San Diego, CA (US);
Richard N. Preece, San Marcos, CA (US);
David D. Taylor, San Marcos, CA (US);
Vidya Dinamani, San Diego, CA (US);
Alan Tifford, San Diego, CA (US);
Richard N. Preece, San Marcos, CA (US);
David D. Taylor, San Marcos, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A tax refund amount is determined or received at an intermediate computer operably connected to tax authority and user computers. The user computer and a tax preparation program are used to prepare an electronic tax return and determine the refund amount. Accounts that are available to receive a portion of the refund are identified and selected. A determination regarding how the refund can be allocated to selected accounts is made. The refund is transferred from the tax authority to the intermediate computer, and respective portions of the refund are transferred from the intermediate computer to respective selected accounts based at least in part upon a determined or selected allocation to increase the value of the refund, e.g., due to interest rates of selected accounts, compared to the refund value determined with the tax preparation program.