Patent · US Active

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

US10943309B1 · kind B1 · utility

7Cited by

44References

24Claims

0Family size

Assignee

Intuit Inc. · US

Inventors

Yao H. Morin · San Diego, US
Massimo Mascaro · San Diego, US
R. Jason Char · San Diego, US
Carol Ann Howe · San Diego, US

Key dates

Filing date	Mar 10, 2017
Grant date	Mar 9, 2021
Priority date	—
Expiry date	Dec 24, 2037

Classification

Technology area (CPC G)Physics
CPC primaryG06N7/01
WIPO fieldComputer technology
WIPO sectorElectrical engineering

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.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.