src/fed2019/Form8606.ts

   1 import { Form, Person, TaxReturn } from '../core';
   2 import { Line, AccumulatorLine, ComputedLine, InputLine, ReferenceLine } from '../core/Line';
   3 import { clampToZero, undefinedToZero } from '../core/Math';
   4
   5 export interface Form8606Input {
   6   person: Person;
   7   nondeductibleContributions: number;
   8   traditionalIraBasis: number;
   9   distributionFromTradSepOrSimpleIraOrMadeRothConversion: boolean;
  10   contributionsMadeInCurrentYear?: number;
  11   valueOfAllTradSepSimpleIras?: number;
  12   distributionsFromAllTradSepSimpleIras?: number;
  13   amountConvertedFromTradSepSimpleToRoth?: number;
  14 };
  15
  16 class Input<T extends keyof Form8606Input> extends InputLine<Form8606Input, T> {};
  17
  18 export default class Form8606 extends Form<Form8606['_lines'], Form8606Input> {
  19   readonly name = '8606';
  20
  21   readonly supportsMultipleCopies = true;
  22
  23   protected readonly _lines = {
  24     'person': new Input('person'),
  25
  26     // Part 1
  27     '1': new Input('nondeductibleContributions'),
  28     '2': new Input('traditionalIraBasis'),
  29     '3': new ComputedLine((tr): number => this.getValue(tr, '1') + this.getValue(tr, '2')),
  30     '4': new Input('contributionsMadeInCurrentYear'),
  31     '5': new ComputedLine((tr): number => this.getValue(tr, '3') - this.getValue(tr, '4')),
  32     '6': new Input('valueOfAllTradSepSimpleIras'),
  33     '7': new Input('distributionsFromAllTradSepSimpleIras'),
  34     '8': new Input('amountConvertedFromTradSepSimpleToRoth'),
  35     '9': new ComputedLine((tr): number => {
  36       return undefinedToZero(this.getValue(tr, '6')) +
  37              undefinedToZero(this.getValue(tr, '7')) +
  38              undefinedToZero(this.getValue(tr, '8'));
  39     }),
  40     '10': new ComputedLine((tr): number => this.getValue(tr, '5') / this.getValue(tr, '9')),
  41     '11': new ComputedLine((tr): number => this.getValue(tr, '8') * this.getValue(tr, '10'), 'Nontaxable portion converted to Roth'),
  42     '12': new ComputedLine((tr): number => this.getValue(tr, '7') * this.getValue(tr, '10'), 'Nontaxable portion of distributions not converted to Roth'),
  43     '13': new ComputedLine((tr): number => this.getValue(tr, '11') + this.getValue(tr, '12'), 'Nontaxable portion of all distributions'),
  44     '14': new ComputedLine((tr): number => {
  45       const l3 = this.getValue(tr, '3');
  46       if (!this.getInput('distributionFromTradSepOrSimpleIraOrMadeRothConversion'))
  47         return l3;
  48       return l3 - this.getValue(tr, '13');
  49     }, 'Total basis in Traditional IRAs'),
  50     '15a': new ComputedLine((tr): number => this.getValue(tr, '7') - this.getValue(tr, '12')),
  51     '15b': new ComputedLine((): number => 0, 'Amount attributable to qualified disaster distributions'),
  52     // 15b not supported - amount on line 15a attributable
  53     '15c': new ComputedLine((tr): number => this.getValue(tr, '15a') - this.getValue(tr, '15b'), 'Taxable amount'),
  54
  55     // Part 2
  56     '16': new ReferenceLine(Form8606 as any, '8'),
  57     '17': new ReferenceLine(Form8606 as any, '11'),
  58     '18': new ComputedLine((tr): number => this.getValue(tr, '16') - this.getValue(tr, '17')),
  59   };
  60 };