Method and system for tax reporting
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
-
N/A
Issued Date -
Apr 22, 2004
app pub date -
Oct 17, 2002
filing date -
Oct 17, 2002
priority date (Note) -
Abandoned
status (Latency Note)
Importance
Abstract
A system and method for tax reporting of taxable and non-taxable distributions, gains and losses of investments including providing access to tax information regarding the investments and providing various functions pertaining to the tax information is provided. The system and method can be used by, among others, financial institution personnel to view and adjust tax information on tax forms, such as the United States Internal Revenue Service (IRS) 1099, 1042S and 480.6A,B,C forms. The system and method can be used to perform tax reporting for any number of kinds of tax information and investment information, including tax information associated with investments in any kind of banking or trust account such as checking, savings, lines of credit, home equity loans, mortgages, trust accounts, and certificate of deposit, creditor accounts such as credit card accounts and loans, and employment-related accounts such as employer loans and employee stock purchase plans.
First Claim
Family
International Classification(s)
Cited Art Landscape
Patent Citation Ranking
Advertisement
Advertisement
Advertisement
Recipient Email Address
Recipient Email Address
Comment
Recipient Email Address
Add to Portfolio(s)
To add this patent to one, or more, of your portfolios, simply click the add button.
This Patent is in these Portfolios:
Add to additional portfolios:
Last Refreshed On:
Changes done successfully