src/fed2019/Form1040.ts

   1 import Form from '../Form';
   2 import TaxReturn from '../TaxReturn';
   3 import { Line, AccumulatorLine, ComputedLine, ReferenceLine } from '../Line';
   4
   5 export enum FilingStatus {
   6   Single,
   7   MarriedFilingSingle,
   8   MarriedFilingJoint,
   9 };
  10
  11 export interface Form1040Input {
  12   filingStatus: FilingStatus;
  13 };
  14
  15 export default class Form1040 extends Form<Form1040Input> {
  16   get name(): string { return 'Form 1040'; }
  17
  18   protected getLines(): Line<any>[] {
  19     return [
  20       new AccumulatorLine('1', 'W-2', '1', 'Wages, salaries, tips, etc.'),
  21       new AccumulatorLine('2a', '1099-INT', '8', 'Tax-exempt interest'),
  22       new AccumulatorLine('2b', '1009-INT', '1', 'Taxable interest'),
  23       new AccumulatorLine('3a', '1099-DIV', '1b', 'Qualified dividends'),
  24       new AccumulatorLine('3b', '1099-DIV', '1a', 'Ordinary dividends'),
  25       // 4a and 4b are complex
  26       // 4c and 4d are not supported
  27       // 5a and 5b are not supported
  28       // 6 - Sched D
  29       new ReferenceLine<number>('7a', 'Schedule 1', '9', 'Other income from Schedule 1'),
  30
  31       new ComputedLine<number>('7b', (tr: TaxReturn): number => {
  32         const lineIds = ['1', '2b', '3b', '4b', '4d', '5b', '6', '7a'];
  33         const lines = lineIds.map(l => this.getValue<number>(tr, l));
  34         return lines.reduce((acc, cur) => acc + cur, 0);
  35       }, 'Total income'),
  36
  37       new ReferenceLine<number>('8a', 'Schedule 1', '22', 'Adjustments to income'),
  38
  39       new ComputedLine<number>('8b', (tr: TaxReturn): number => {
  40         return this.getValue<number>(tr, '7b') - this.getValue<number>(tr, '8a');
  41       }, 'Adjusted gross income'),
  42
  43       // 9 - Deduction
  44
  45       new ComputedLine<number>('10', (tr: TaxReturn): number => {
  46         const taxableIncome = this.getValue<number>(tr, '8b');
  47         let use8995a = false;
  48         switch (this.getInput('filingStatus')) {
  49           case FilingStatus.Single:              use8995a = taxableIncome <= 160700; break;
  50           case FilingStatus.MarriedFilingSingle: use8995a = taxableIncome <= 160725; break;
  51           case FilingStatus.MarriedFilingJoint:  use8995a = taxableIncome <= 321400; break;
  52         };
  53         return 0;
  54       }, 'Qualified business income deduction'),
  55
  56       new ComputedLine<number>('11a', (tr: TaxReturn) => {
  57         return this.getValue<number>(tr, '9') + this.getValue<number>(tr, '10');
  58       }),
  59       new ComputedLine<number>('11b', (tr: TaxReturn) => {
  60         const value = this.getValue<number>(tr, '8b') - this.getValue<number>(tr, '11a');
  61         return value < 0 ? 0 : value;
  62       }, 'Taxable income'),
  63     ];
  64   }
  65 };