src/fed2019/Form8606.ts

   1 import Form from '../Form';
   2 import TaxReturn from '../TaxReturn';
   3 import Person from '../Person';
   4 import { Line, AccumulatorLine, ComputedLine, InputLine, ReferenceLine } from '../Line';
   5 import { clampToZero } from '../Math';
   6
   7 export interface Form8606Input {
   8   person: Person;
   9   nondeductibleContributions: number;
  10   traditionalIraBasis: number;
  11   distributionFromTradSepOrSimpleIraOrMadeRothConversion: boolean;
  12   contributionsMadeInCurrentYear?: number;
  13   valueOfAllTradSepSimpleIras?: number;
  14   distributionsFromAllTradSepSimpleIras?: number;
  15   amountConvertedFromTradSepSimpleToRoth?: number;
  16 };
  17
  18 class Input<T extends keyof Form8606Input> extends InputLine<Form8606Input, T> {};
  19
  20 export default class Form8606 extends Form<Form8606['_lines'], Form8606Input> {
  21   readonly name = '8606';
  22
  23   readonly supportsMultipleCopies = true;
  24
  25   protected readonly _lines = {
  26     'person': new Input('person'),
  27
  28     // Part 1
  29     '1': new Input('nondeductibleContributions'),
  30     '2': new Input('traditionalIraBasis'),
  31     '3': new ComputedLine((tr): number => this.getValue(tr, '1') + this.getValue(tr, '2')),
  32     '4': new Input('contributionsMadeInCurrentYear'),
  33     '5': new ComputedLine((tr): number => this.getValue(tr, '3') - this.getValue(tr, '4')),
  34     '6': new Input('valueOfAllTradSepSimpleIras'),
  35     '7': new Input('distributionsFromAllTradSepSimpleIras'),
  36     '8': new Input('amountConvertedFromTradSepSimpleToRoth'),
  37     '9': new ComputedLine((tr): number => {
  38       let value = 0;
  39       value += this.getValue(tr, '6') || 0;
  40       value += this.getValue(tr, '7') || 0;
  41       value += this.getValue(tr, '8') || 0;
  42       return value;
  43     }),
  44     '10': new ComputedLine((tr): number => this.getValue(tr, '5') / this.getValue(tr, '9')),
  45     '11': new ComputedLine((tr): number => this.getValue(tr, '8') * this.getValue(tr, '10'), 'Nontaxable portion converted to Roth'),
  46     '12': new ComputedLine((tr): number => this.getValue(tr, '7') * this.getValue(tr, '10'), 'Nontaxable portion of distributions not converted to Roth'),
  47     '13': new ComputedLine((tr): number => this.getValue(tr, '11') + this.getValue(tr, '12'), 'Nontaxable portion of all distributions'),
  48     '14': new ComputedLine((tr): number => {
  49       const l3 = this.getValue(tr, '3');
  50       if (!this.getInput('distributionFromTradSepOrSimpleIraOrMadeRothConversion'))
  51         return l3;
  52       return l3 - this.getValue(tr, '13');
  53     }, 'Total basis in Traditional IRAs'),
  54     '15a': new ComputedLine((tr): number => this.getValue(tr, '7') - this.getValue(tr, '12')),
  55     '15b': new ComputedLine((): number => 0, 'Amount attributable to qualified disaster distributions'),
  56     // 15b not supported - amount on line 15a attributable
  57     '15c': new ComputedLine((tr): number => this.getValue(tr, '15a') - this.getValue(tr, '15b'), 'Taxable amount'),
  58
  59     // Part 2
  60     '16': new ReferenceLine(Form8606 as any, '8'),
  61     '17': new ReferenceLine(Form8606 as any, '11'),
  62     '18': new ComputedLine((tr): number => this.getValue(tr, '16') - this.getValue(tr, '17')),
  63   };
  64 };