src/fed2019/Form1099R.ts

   1 import { Form, Person, TaxReturn } from '../core';
   2 import { InputLine } from '../core/Line';
   3
   4 export enum Box7Code {
   5   _1  = '1',  // Early distribution, no known exception
   6   _2  = '2',  // Early distribution, exception applies
   7   _3  = '3',  // Disability
   8   _4  = '4',  // Death
   9   _5  = '5',  // Prohibited transaction
  10   _6  = '6',  // Section 1035 exchange
  11   _7  = '7',  // Normal distribution
  12   _8  = '8',  // Excess contributions plus earnings/excess deferrals taxable
  13   _9  = '9',  // Cost of current life insurance protection
  14   A   = 'A',  // May be eligible for 10-year tax option
  15   B   = 'B',  // Designated Roth account distribution
  16   C   = 'C',  // Reportable death benefits under section 6050Y
  17   D   = 'D',  // Annuity payments from nonqualified annuities that may be subject to tax under section 1411.
  18   E   = 'E',  // Distributions under Employee Plans Compliance Resolution System (EPCRS).
  19   F   = 'F',  // Charitable gift annuity.
  20   G   = 'G',  // Direct rollover of a distribution to a qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA.
  21   H   = 'H',  // Direct rollover of a designated Roth account distribution to a Roth IRA.
  22   J   = 'J',  // Early distribution from a Roth IRA, no known exception (in most cases, under age 59½).
  23   K   = 'K',  // Distribution of traditional IRA assets not having a readily available FMV.
  24   L   = 'L',  // Loans treated as distributions.
  25   M   = 'M',  // Qualified plan loan offset.
  26   N   = 'N',  // Recharacterized IRA contribution made for 2019 and recharacterized in 2019.
  27   P   = 'P',  // Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2018.
  28   Q   = 'Q',  // Qualified distribution from a Roth IRA. R—Recharacterized IRA contribution made for 2018 and recharacterized in 2019.
  29   S   = 'S',  // Early distribution from a SIMPLE IRA in first 2 years, no known exception (under age 59½).
  30   T   = 'T',  // Roth IRA distribution, exception applies.
  31   U   = 'U',  // Dividend distribution from ESOP under section 404(k).
  32   W   = 'W',  // Charges or payments for purchasing qualified long-term care insurance contracts under combined arrangements.  If the IRA/SEP/SIMPLE box is checked,you've received a traditional IRA, SEP, or SIMPLE distribution.
  33 };
  34
  35 export interface Form1099RInput {
  36   payer: string;
  37   payee: Person;
  38   grossDistribution: number;
  39   taxableAmount: number;
  40   taxableAmountNotDetermined: boolean;
  41   totalDistribution: boolean;
  42   capitalGain?: number;
  43   fedIncomeTax?: number;
  44   employeeContributionsOrDesignatedRothContributions?: number;
  45   distributionCodes?: Box7Code[];
  46   iraSepSimple?: boolean;
  47   firstYearOfDesignatedRothContributions?: number;
  48 };
  49
  50 class Input<T extends keyof Form1099RInput> extends InputLine<Form1099RInput, T> {};
  51
  52 export default class Form1099R extends Form<Form1099R['_lines'], Form1099RInput> {
  53   readonly name = '1099-R';
  54
  55   readonly supportsMultipleCopies = true;
  56
  57   person() { return this.getInput('payee'); }
  58
  59   protected readonly _lines = {
  60     'payer': new Input('payer'),
  61     'recipeint': new Input('payee'),
  62     '1': new Input('grossDistribution'),
  63     '2a': new Input('taxableAmount'),
  64     '2b.1': new Input('taxableAmountNotDetermined'),
  65     '2b.2': new Input('totalDistribution'),
  66     '3': new Input('capitalGain'),
  67     '4': new Input('fedIncomeTax'),
  68     '5': new Input('employeeContributionsOrDesignatedRothContributions'),
  69     '7': new Input('distributionCodes'),
  70     '7.1': new Input('iraSepSimple'),
  71     '11': new Input('firstYearOfDesignatedRothContributions'),
  72   };
  73 };