src/fed2019/ScheduleD.ts

   1 import Form from '../Form';
   2 import Person from '../Person';
   3 import TaxReturn from '../TaxReturn';
   4 import { Line, AccumulatorLine, ComputedLine, sumLineOfForms } from '../Line';
   5
   6 import Form8949, { Form8949Box } from './Form8949';
   7 import Form1099DIV from './Form1099DIV';
   8 import Form1040, { FilingStatus } from './Form1040';
   9
  10 export default class ScheduleD extends Form<ScheduleD['_lines']> {
  11   readonly name = 'Schedule D';
  12
  13   protected readonly _lines = {
  14     // 1a not supported (Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments)
  15     // 4 is not supported (Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824)
  16     // 5 is not supported (Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1)
  17     // 6 is not supported (Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions)
  18
  19     '7': new ComputedLine((tr: TaxReturn): number => {
  20       // 1-3 are computed by Form8949.
  21       // 4-6 should be included.
  22       const f8949 = tr.getForm(Form8949);
  23       return f8949.getValue(tr, 'boxA').gainOrLoss +
  24              f8949.getValue(tr, 'boxB').gainOrLoss +
  25              f8949.getValue(tr, 'boxC').gainOrLoss;
  26     }, 'Net short-term capital gain or (loss)'),
  27
  28     // 8a is not supported.
  29
  30     // 11 is not supported (Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from Forms 4684, 6781, and 8824)
  31     // 12 is not supported (Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1)
  32
  33     '13': new AccumulatorLine(Form1099DIV, '2a', 'Capital gain distributions'),
  34
  35     // 14 is not supported (Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions)
  36
  37     '15': new ComputedLine((tr: TaxReturn): number => {
  38       // 11-14 should be included.
  39       const f8949 = tr.getForm(Form8949);
  40       return f8949.getValue(tr, 'boxD').gainOrLoss +
  41              f8949.getValue(tr, 'boxE').gainOrLoss +
  42              f8949.getValue(tr, 'boxF').gainOrLoss +
  43              this.getValue(tr, '13');
  44     }, 'Net long-term capital gain or (loss)'),
  45
  46     '16': new ComputedLine((tr: TaxReturn): number => {
  47       return this.getValue(tr, '7') + this.getValue(tr, '15');
  48     }),
  49
  50     '17': new ComputedLine((tr: TaxReturn): boolean => {
  51       return this.getValue(tr, '15') > 0 && this.getValue(tr, '16') > 0;
  52     }, 'Both ST and LT are gains'),
  53
  54     '18': new ComputedLine((tr: TaxReturn): number | undefined => {
  55       if (!this.getValue(tr, '17'))
  56         return undefined;
  57       // TODO
  58       return 0;
  59     }, '28% Rate Gain Worksheet Value'),
  60
  61     // 19 is not supported (Unrecaptured Section 1250 Gain Worksheet)
  62
  63     '20': new ComputedLine((tr: TaxReturn): boolean | undefined => {
  64       if (!this.getValue(tr, '17'))
  65         return undefined;
  66       const l18 = this.getValue(tr, '18');
  67       const l19 = undefined; //this.getValue(tr, '19');
  68       return (l18 === 0 || l18 === undefined) || (l19 === 0 || l19 === undefined);
  69     }, 'Line 18 and 19 both 0 or blank?'),
  70
  71     '21': new ComputedLine((tr: TaxReturn): number | undefined => {
  72       if (!this.getValue(tr, '17'))
  73         return undefined;
  74       const filingStatus = tr.getForm(Form1040).getInput('filingStatus');
  75       const limit = filingStatus == FilingStatus.MarriedFilingSeparate ? -1500 : -3000;
  76       return Math.min(this.getValue(tr, '16'), limit);
  77     }, 'Net capital loss'),
  78   };
  79 };