Method and system for tax reporting for qualified plans
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United States of America Patent
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-
N/A
Issued Date -
Dec 16, 2004
app pub date -
Jun 10, 2003
filing date -
Jun 10, 2003
priority date (Note) -
Abandoned
status (Latency Note)
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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 associated with qualified plans is provided. The system and method can be used by, among others, financial institution personnel to view and adjust tax information on tax forms.
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