src/fed2019/Form8949.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 * as Trace from '../core/Trace';
   7 import { Form, Person, TaxReturn } from '../core';
   8 import { Line, InputLine, ComputedLine, sumLineOfForms } from '../core/Line';
   9 import { undefinedToZero } from '../core/Math';
  10
  11 import Form1099B, { Form1099BRow, Form1099BInput } from './Form1099B';
  12
  13 export enum Form8949Box {
  14   A = 'A', // Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS
  15   B = 'B', // Short-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
  16   C = 'C', // Short-term transactions not reported to you on Form 1099-B
  17   D = 'D', // Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS
  18   E = 'E', // Long-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
  19   F = 'F', // Long-term transactions not reported to you on Form 1099-B
  20 };
  21
  22 export interface Form8949Total {
  23   proceeds: number;
  24   costBasis: number;
  25   adjustments: number;
  26   gainOrLoss: number;
  27 };
  28
  29 class Form8949Line extends Line<Form8949Total> {
  30   private _box: Form8949Box;
  31   private _line: keyof Form1099B['lines'];
  32
  33   constructor(box: Form8949Box) {
  34     super(`Form 8949 Box ${box} Total`);
  35     this._box = box;
  36   }
  37
  38   value(tr: TaxReturn): Form8949Total {
  39     Trace.begin(this);
  40
  41     const f1099bs = tr.findForms(Form1099B);
  42     const fieldMap: { [key: string]: keyof Form1099BInput } = {
  43       [Form8949Box.A]: 'shortTermBasisReported',
  44       [Form8949Box.B]: 'shortTermBasisUnreported',
  45       [Form8949Box.C]: 'shortTermUnreported',
  46       [Form8949Box.D]: 'longTermBasisReported',
  47       [Form8949Box.E]: 'longTermBasisUnreported',
  48       [Form8949Box.F]: 'longTermUnreported',
  49     };
  50     const field: keyof Form1099BInput = fieldMap[this._box];
  51
  52     const value = {
  53       proceeds: 0,
  54       costBasis: 0,
  55       adjustments: 0,
  56       gainOrLoss: 0
  57     };
  58
  59     for (const f1099b of f1099bs) {
  60       if (!f1099b.hasInput(field))
  61         continue;
  62
  63       const rows = f1099b.getInput(field) as Form1099BRow[];
  64       for (const row of rows) {
  65         let { proceeds, costBasis, adjustments } = row;
  66         adjustments = undefinedToZero(adjustments);
  67         value.proceeds += proceeds;
  68         value.costBasis += costBasis;
  69         value.adjustments += adjustments;
  70         value.gainOrLoss += proceeds - costBasis + adjustments;
  71       }
  72     }
  73
  74     Trace.end();
  75     return value;
  76   }
  77 };
  78
  79 export default class Form8949 extends Form {
  80   readonly name = '8949';
  81
  82   readonly supportsMultipleCopies = true;
  83
  84   readonly lines = {
  85     'boxA': new Form8949Line(Form8949Box.A),
  86     'boxB': new Form8949Line(Form8949Box.B),
  87     'boxC': new Form8949Line(Form8949Box.C),
  88     'boxD': new Form8949Line(Form8949Box.D),
  89     'boxE': new Form8949Line(Form8949Box.E),
  90     'boxF': new Form8949Line(Form8949Box.F),
  91   };
  92 };