src/fed2019/Form8606.ts

   1 // Copyright 2020 Blue Static <https://www.bluestatic.org>
   2 // This program is free software licensed under the GNU General Public License,
   3 // version 3.0. The full text of the license can be found in LICENSE.txt.
   4 // SPDX-License-Identifier: GPL-3.0-only
   5
   6 import { Form, Person, TaxReturn } from '../core';
   7 import { Line, AccumulatorLine, ComputedLine, InputLine, ReferenceLine, UnsupportedLine } from '../core/Line';
   8 import { clampToZero, undefinedToZero } from '../core/Math';
   9
  10 export interface Form8606Input {
  11   person: Person;
  12   nondeductibleContributions: number;
  13   traditionalIraBasis: number;
  14   distributionFromTradSepOrSimpleIraOrMadeRothConversion: boolean;
  15   contributionsMadeInCurrentYear?: number;
  16   valueOfAllTradSepSimpleIras?: number;
  17   distributionsFromAllTradSepSimpleIras?: number;
  18   amountConvertedFromTradSepSimpleToRoth?: number;
  19 };
  20
  21 class Input<T extends keyof Form8606Input> extends InputLine<Form8606Input, T> {};
  22
  23 export default class Form8606 extends Form<Form8606['lines'], Form8606Input> {
  24   readonly name = '8606';
  25
  26   readonly supportsMultipleCopies = true;
  27
  28   person() { return this.getInput('person'); }
  29
  30   readonly lines = {
  31     'person': new Input('person'),
  32
  33     // Part 1
  34     '1': new Input('nondeductibleContributions'),
  35     '2': new Input('traditionalIraBasis'),
  36     '3': new ComputedLine((tr): number => this.getValue(tr, '1') + this.getValue(tr, '2')),
  37     '4': new Input('contributionsMadeInCurrentYear'),
  38     '5': new ComputedLine((tr): number => this.getValue(tr, '3') - this.getValue(tr, '4')),
  39     '6': new Input('valueOfAllTradSepSimpleIras'),
  40     '7': new Input('distributionsFromAllTradSepSimpleIras'),
  41     '8': new Input('amountConvertedFromTradSepSimpleToRoth'),
  42     '9': new ComputedLine((tr): number => {
  43       return undefinedToZero(this.getValue(tr, '6')) +
  44              undefinedToZero(this.getValue(tr, '7')) +
  45              undefinedToZero(this.getValue(tr, '8'));
  46     }),
  47     '10': new ComputedLine((tr): number => this.getValue(tr, '5') / this.getValue(tr, '9')),
  48     '11': new ComputedLine((tr): number => this.getValue(tr, '8') * this.getValue(tr, '10'), 'Nontaxable portion converted to Roth'),
  49     '12': new ComputedLine((tr): number => this.getValue(tr, '7') * this.getValue(tr, '10'), 'Nontaxable portion of distributions not converted to Roth'),
  50     '13': new ComputedLine((tr): number => this.getValue(tr, '11') + this.getValue(tr, '12'), 'Nontaxable portion of all distributions'),
  51     '14': new ComputedLine((tr): number => {
  52       const l3 = this.getValue(tr, '3');
  53       if (!this.getInput('distributionFromTradSepOrSimpleIraOrMadeRothConversion'))
  54         return l3;
  55       return l3 - this.getValue(tr, '13');
  56     }, 'Total basis in Traditional IRAs'),
  57     '15a': new ComputedLine((tr): number => this.getValue(tr, '7') - this.getValue(tr, '12')),
  58     '15b': new UnsupportedLine('Amount attributable to qualified disaster distributions'),
  59     '15c': new ComputedLine((tr): number => this.getValue(tr, '15a') - this.getValue(tr, '15b'), 'Taxable amount'),
  60
  61     // Part 2
  62     '16': new ReferenceLine(Form8606 as any, '8'),
  63     '17': new ReferenceLine(Form8606 as any, '11'),
  64     '18': new ComputedLine((tr): number => this.getValue(tr, '16') - this.getValue(tr, '17')),
  65   };
  66 };