examples/fed2019.ts

   1 import { Person } from 'ustaxlib/core';
   2 import {
   3   Form1040,
   4     FilingStatus,
   5     QDCGTaxWorksheet,
   6   Form1099B,
   7   Form1099DIV,
   8   Form1099INT,
   9   Form1116,
  10     ForeignIncomeCategory,
  11   Form8949,
  12   Form8959,
  13   Form8960,
  14   Schedule1,
  15     SALTWorksheet,
  16   Schedule2,
  17   ScheduleD,
  18   TaxReturn,
  19   W2,
  20     Box13
  21 } from 'ustaxlib/fed2019';
  22
  23 const tr = new TaxReturn();
  24
  25 const adam = Person.self('Adam');
  26 const steve = Person.spouse('Steve');
  27
  28 tr.addPerson(adam);
  29 tr.addPerson(steve);
  30
  31 tr.addForm(new Form1040({ filingStatus: FilingStatus.MarriedFilingJoint }));
  32
  33 // W-2
  34 tr.addForm(new W2({
  35   employer: 'Widgets Ltd.',
  36   employee: adam,
  37   wages: 106122.07,
  38   fedIncomeTax: 16919.86,
  39   socialSecurityWages: 26580,
  40   socialSecuirtyTax: 1647.96,
  41   medicareWages: 109922.07,
  42   medicareTax: 2223.168,
  43   box12: [
  44     { code: 'D', amount: 19000.00 },
  45     { code: 'W', amount: 4500.00 }
  46   ],
  47   box13: Box13.RetirementPlan
  48 }));
  49 tr.addForm(new W2({
  50   employer: 'ACME Co.',
  51   employee: steve,
  52   wages: 17922.22,
  53   fedIncomeTax: 1644.19,
  54   socialSecurityWages: 18606,
  55   socialSecuirtyTax: 8239.80,
  56   medicareWages: 1153.57,
  57   medicareTax: 298.4422,
  58   box12: [
  59     { code: 'D', amount: 19000.00 },
  60   ],
  61   box13: Box13.RetirementPlan
  62 }));
  63
  64 // Investments
  65 tr.addForm(new Form1099INT({
  66   payer: 'Banco Savings',
  67   payee: steve,
  68   interest: 92.17,
  69 }));
  70 tr.addForm(new Form1099INT({
  71   payer: 'Banco Checking',
  72   payee: steve,
  73   interest: 6.15,
  74 }));
  75 tr.addForm(new Form1099DIV({
  76   payer: 'Banco Brokerage',
  77   payee: adam,
  78   ordinaryDividends: 110.04,
  79   qualifiedDividends: 81.11,
  80   totalCapitalGain: 8.88,
  81   foreignTaxPaid: 42.44,
  82 }));
  83 tr.addForm(new Form1099B({
  84   payer: 'Banco Brokerage',
  85   payee: steve,
  86   shortTermBasisReported: [
  87     {
  88       description: 'VARIOUS',
  89       proceeds: 18527.27,
  90       costBasis: 19291.09,
  91     }
  92   ],
  93   longTermBasisReported: [
  94     {
  95       description: 'VARIOUS',
  96       proceeds: 13897.39,
  97       costBasis: 15112.26,
  98     }
  99   ],
 100   longTermBasisUnreported: [
 101     {
 102       description: 'VARIOUS',
 103       proceeds: 4552.76,
 104       costBasis: 4523.39,
 105     }
 106   ]
 107 }));
 108
 109 // Joint investments
 110 tr.addForm(new Form1099DIV({
 111   payer: 'Banco Brokerage',
 112   payee: Person.joint,
 113   exemptInterestDividends: 315.98,
 114   privateActivityBondDividends: 14.92
 115 }));
 116
 117
 118 // Joint forms
 119 tr.addForm(new Form1116({
 120   person: Person.joint,
 121   incomeCategory: ForeignIncomeCategory.C,
 122   posessionName: 'RIC',
 123   grossForeignIncome: 918.12,
 124   totalForeignTaxesPaidOrAccrued: 42.44
 125 }));
 126 tr.addForm(new Schedule1({
 127   stateAndLocalTaxableRefunds: 3201,
 128 }));
 129 tr.addForm(new SALTWorksheet({
 130   prevYearSalt: 19381.13,
 131   limitedPrevYearSalt: 10000,
 132   prevYearItemizedDeductions: 0,
 133   prevYearFilingStatus: FilingStatus.MarriedFilingJoint
 134 }));
 135
 136 tr.addForm(new Form8949);
 137 tr.addForm(new Form8959);
 138 tr.addForm(new Form8960);
 139 tr.addForm(new Schedule2);
 140 tr.addForm(new ScheduleD);
 141 tr.addForm(new QDCGTaxWorksheet);
 142
 143 export default tr;