Patent ID: 7953661

Claim:
A computer-implemented method of automatically generating personal qualified dividend income (QDI) information for selected mutual fund investors, each investor having one or more accounts in one or more mutual funds that declare dividend distributions, the method comprising: (a) automatically identifying in a computer mutual fund investors who are recipients of a Form 1099-DIV for at least one mutual fund, the Form 1099-DIV including the QDI for each of the mutual funds that are eligible for QDI; (b) automatically performing in the computer a personal QDI calculation for each of the recipients; (c) automatically comparing in the computer the personal QDI and the QDI on the Form 1099-DIV; and (d) generating personal QDI information in the computer for only the mutual fund investors that have personal QDI that is less than the QDI on the Form 1099-DIV.