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

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 relate...

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Bibliographische Detailangaben
Hauptverfasser: Howe, Carol Ann, Char, R. Jason, Morin, Yao H, Mascaro, Massimo
Format: Patent
Sprache:eng
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Zusammenfassung: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.