src/fed2019/Schedule3.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, TaxReturn } from '../core';
   7 import { AccumulatorLine, ComputedLine, InputLine, ReferenceLine } from '../core/Line';
   8 import { NotFoundError, UnsupportedFeatureError } from '../core/Errors';
   9
  10 import Form1040, { FilingStatus } from './Form1040';
  11 import Form1099DIV from './Form1099DIV';
  12 import Form1099INT from './Form1099INT';
  13 import Form1116 from './Form1116';
  14 import Schedule2 from './Schedule2';
  15
  16 export interface Schedule3Input {
  17   estimatedTaxPayments?: number;
  18 };
  19
  20 export default class Schedule3 extends Form<Schedule3['_lines'], Schedule3Input> {
  21   readonly name = 'Schedule 3';
  22
  23   readonly _lines = {
  24     // Part 1
  25     '1': new ComputedLine((tr): number => {
  26       const f1040 = tr.getForm(Form1040);
  27
  28       const totalForeignTax = (new AccumulatorLine(Form1099DIV, '7')).value(tr) +
  29                               (new AccumulatorLine(Form1099INT, '6')).value(tr);
  30       const limit = f1040.filingStatus == FilingStatus.MarriedFilingJoint ? 600 : 300;
  31
  32       if (totalForeignTax < limit) {
  33         const sched2l2 = new ReferenceLine(Schedule2, '2', undefined, 0);
  34         return Math.min(totalForeignTax, f1040.getValue(tr, '12a') + sched2l2.value(tr));
  35       }
  36       return tr.getForm(Form1116).getValue(tr, '33');
  37     }, 'Foreign tax credit'),
  38     // 2 not supported - Credit for child and dependent care expenses. Attach Form 2441
  39     // 3 not supported - Education credits from Form 8863, line 19
  40     // 4 not supported - Retirement savings contributions credit. Attach Form 8880
  41     // 5 not supported - Residential energy credits. Attach Form 5695
  42     // 6a not supported - Form 3800
  43     // 6b not supported - Form 8801
  44     // 6c not supported - Other nonrefundable credits
  45     '7': new ComputedLine((tr): number => {
  46       // Should include 2-6.
  47       return this.getValue(tr, '1');
  48     }),
  49
  50     // Part 2
  51     '8': new InputLine<Schedule3Input>('estimatedTaxPayments'),
  52     // 9 not supported - Net premium tax credit. Attach Form 8962
  53     // 10 not supported - Amount paid with request for extension to file (see instructions)
  54     // 11 not supported - Excess social security and tier 1 RRTA tax withheld
  55     // 12 not supported - Credit for federal tax on fuels. Attach Form 4136
  56     // 13a not supported - Form 2439
  57     // 13b is reserved
  58     // 13c not supported - Form 8885
  59     // 13d not supported - Other refundable credits
  60     '14': new ComputedLine((tr): number => {
  61       // Should include 9-13.
  62       return this.getValue(tr, '8');
  63     }),
  64   };
  65 };