def __init__(f, inputs={}):
super(F1040, f).__init__(inputs)
f.must_file = True
f.addForm(f)
if inputs['status'] == FilingStatus.JOINT:
sse = []
for i in [0, 1]:
inputs2 = copy.copy(inputs)
for j in ['wages', 'wages_ss', 'business_income']:
if j in inputs:
inputs2[j] = inputs[j][i]
x = F1040sse(inputs2)
f.addForm(x)
sse.append(x)
else:
sse = F1040sse(inputs)
f.addForm(sse)
f2441 = F2441(inputs, sse)
f.addForm(f2441)
f.comment['1'] = 'Wages'
f['1'] = f.spouseSum(inputs, 'wages') + f2441['26']
f['2a'] = inputs.get('tax_exempt_interest')
f.comment['2b'] = 'Taxable Interest'
f['2b'] = inputs.get('taxable_interest')
f['3a'] = inputs.get('qualified_dividends')
f.comment['3b'] = 'Dividends'
f['3b'] = inputs.get('dividends')
if 'F8606' in inputs:
if inputs['status'] == FilingStatus.JOINT:
f8606 = [
f.addForm(F8606(inputs, 0)),
f.addForm(F8606(inputs, 1))
]
f['4b'] = (f8606[0]['15c'] + f8606[0]['18'] + f8606[0]['25c'] +
f8606[1]['15c'] + f8606[1]['18'] + f8606[1]['25c']) \
or None
else:
f8606 = f.addForm(F8606(inputs, None))
f['4b'] = f8606.rowsum(['15c', '18', '25c'])
f.comment['6'] = 'Capital Gains'
sd = F1040sd(inputs)
f.addForm(sd)
if sd.mustFile():
f['6'] = sd['21'] or sd['16']
else:
f['6'] = inputs.get('capital_gain_dist')
f['s1_1'] = inputs.get('state_refund_taxable')
f['s1_3'] = f.spouseSum(inputs, 'business_income')
f['s1_7'] = inputs.get('unemployment')
f['s1_9'] = f.rowsum(
['s1_1', 's1_2a', 's1_3', 's1_4', 's1_5', 's1_6', 's1_7', 's1_8'])
f['7a'] = f.get('s1_9')
f.comment['7b'] = 'Total Income'
f['7b'] = f.rowsum(['1', '2b', '3b', '4b', '4d', '5b', '6', '7a'])
if inputs['status'] == FilingStatus.JOINT:
if sse[0].mustFile() or sse[1].mustFile():
f['s1_14'] = ((sse[0]['A6'] or sse[0]['B13'] or 0) +
(sse[1]['A6'] or sse[1]['B13'] or 0))
else:
if sse.mustFile():
f['s1_14'] = sse['A6'] or sse['B13']
f['s1_22'] = f.rowsum([
's1_10', 's1_11', 's1_12', 's1_13', 's1_14', 's1_15', 's1_16',
's1_17', 's1_18a', 's1_19', 's1_20', 's1_21'
])
f['8a'] = f.get('s1_22')
f.comment['8b'] = 'AGI'
f['8b'] = f['7b'] - f['8a']
sa = F1040sa(inputs, f)
std = f.STD_DED[inputs['status']]
if 'itemize_deductions' in inputs:
sa.must_file = inputs['itemize_deductions']
else:
sa.must_file = sa['17'] > std
f.addForm(sa)
if sa.mustFile():
f.comment['9'] = 'Itemized deductions'
f['9'] = sa['17']
else:
# TODO: claimed as dependent or born before Jan 2, 1955 or blind
f.comment['9'] = 'Standard deduction'
f['9'] = std
# TODO: Qualified Business Income Deduction, form 8995
f['11a'] = f['9'] + f['10']
f.comment['11b'] = 'Taxable Income'
f['11b'] = max(0, f['8b'] - f['11a'])
# TODO: Schedule D tax worksheet
assert (not sd['18'] and not sd['19'])
f.comment['12a'] = 'Regular Tax'
f['12a'] = f.div_cap_gain_tax_worksheet(inputs, sd)['27']
# Compute line s3_1 now because it's needed by AMT
f.comment['s3_1'] = 'Foreign Tax Paid'
foreign_tax = inputs.get('foreign_tax', 0)
assert (foreign_tax < 300 or
(foreign_tax < 600 and inputs['status'] == FilingStatus.JOINT))
if foreign_tax:
f['s3_1'] = foreign_tax
f6251 = F6251(inputs, f, sa if sa.mustFile() else None, sd, sd)
f.comment['s2_1'] = 'AMT'
f['s2_1'] = f6251.get('11')
f.addForm(f6251)
f['s2_3'] = f.rowsum(['s2_1', 's2_2'])
f.comment['12b'] = 'Tax'
f['12b'] = f['12a'] + f['s2_3']
f.comment['13a'] = 'Child Tax Credit'
f['13a'] = f.child_tax_credit(inputs)
f.comment['s3_2'] = 'Credit for child care expenses'
f['s3_2'] = f2441.part2(f)
f8801 = F8801(inputs, f, f6251)
f['s3_6'] = f8801.get('25')
f.addForm(f8801)
f.comment['s3_7'] = 'Nonrefundable credits'
f['s3_7'] = f.rowsum(['s3_1', 's3_2', 's3_3', 's3_4', 's3_5', 's3_6'])
f.comment['13b'] = 'Total Credits'
f['13b'] = f['13a'] + f['s3_7']
f['14'] = max(0, f['12b'] - f['13b'])
if inputs['status'] == FilingStatus.JOINT:
if sse[0].mustFile() or sse[1].mustFile():
f['s2_4'] = ((sse[0]['A5'] or sse[0]['B12'] or 0) +
(sse[1]['A5'] or sse[1]['B12'] or 0))
else:
if sse.mustFile():
f['s2_4'] = sse['A5'] or sse['B12']
f.comment['s2_8'] = 'NIIT and Additional Medicare Tax'
f8959 = F8959(inputs, sse)
f8960 = F8960(inputs, f, sa if sa.mustFile() else None)
f['s2_8'] = f8959['18'] + f8960['17'] or None
f.addForm(f8959)
f.addForm(f8960)
f['s2_10'] = f.rowsum(
['s2_4', 's2_5', 's2_6', 's2_7a', 's2_7b', 's2_8'])
f.comment['15'] = 'Other Taxes'
f['15'] = f['s2_10']
f.comment['16'] = 'Total Tax'
f['16'] = f.rowsum(['14', '15'])
f.comment['17'] = 'Withholding'
f['17'] = inputs.get('withholding', 0) + f8959['24']
f['s3_8'] = inputs.get('estimated_payments')
# TODO: EIC, Additional Child Tax Credit
if inputs.get('ss_withheld'):
if inputs['status'] == FilingStatus.JOINT:
if inputs['ss_withheld'][0] > f.SS_MAX:
f['s3_11'] = inputs['ss_withheld'][0] - f.SS_MAX
if inputs['ss_withheld'][1] > f.SS_MAX:
f['s3_11'] += inputs['ss_withheld'][1] - f.SS_MAX
else:
if inputs['ss_withheld'] > f.SS_MAX:
f['s3_11'] = inputs['ss_withheld'] - f.SS_MAX
f['s3_14'] = f.rowsum(
['s3_8', 's3_9', 's3_10', 's3_11', 's3_12', 's3_13'])
f['18d'] = f['s3_14']
f.comment['18e'] = 'Refundable Credits'
f['18e'] = f.rowsum(['18a', '18b', '18c', '18d'])
f.comment['19'] = 'Total payments'
f['19'] = f.rowsum(['17', '18e'])
if f['19'] > f['16']:
f.comment['20'] = 'Refund'
f['20'] = f['19'] - f['16']
else:
f.comment['23'] = 'Amount you owe'
f['23'] = f['16'] - f['19']
def __init__(f, inputs={}):
super(F1040, f).__init__(inputs)
f.must_file = True
f.addForm(f)
if inputs['status'] == FilingStatus.JOINT:
sse = []
for i in [0, 1]:
inputs2 = copy.copy(inputs)
for j in ['wages', 'wages_ss', 'business_income']:
if j in inputs:
inputs2[j] = inputs[j][i]
x = F1040sse(inputs2)
f.addForm(x)
sse.append(x)
else:
sse = F1040sse(inputs)
f.addForm(sse)
f2441 = F2441(inputs, sse)
f.addForm(f2441)
f.comment['1'] = 'Wages'
f['1'] = f.spouseSum(inputs, 'wages') + f2441['26']
f['2a'] = inputs.get('tax_exempt_interest')
f['2b'] = inputs.get('taxable_interest')
f['3a'] = inputs.get('qualified_dividends')
f['3b'] = inputs.get('dividends')
if 'F8606' in inputs:
if inputs['status'] == FilingStatus.JOINT:
f8606 = [
f.addForm(F8606(inputs, 0)),
f.addForm(F8606(inputs, 1))
]
f['4b'] = (f8606[0]['15c'] + f8606[0]['18'] + f8606[0]['25c'] +
f8606[1]['15c'] + f8606[1]['18'] + f8606[1]['25c']) \
or None
else:
f8606 = f.addForm(F8606(inputs, None))
f['4b'] = f8606.rowsum(['15c', '18', '25c'])
f['s12'] = f.spouseSum(inputs, 'business_income')
sd = F1040sd(inputs)
f.addForm(sd)
if sd.mustFile():
f['s13'] = sd['21'] or sd['16']
else:
f['s13'] = inputs.get('capital_gain_dist')
f['s10'] = inputs.get('state_refund_taxable')
f['s19'] = inputs.get('unemployment')
f['s22'] = f.rowsum([
's10', 's11', 's12', 's13', 's14', 's15b', 's16b', 's17', 's18',
's19', 's20b', 's21'
])
f.comment['6'] = 'Total Income'
f['6'] = f.rowsum(['1', '2b', '3b', '4b', '5b', 's22'])
if inputs['status'] == FilingStatus.JOINT:
if sse[0].mustFile() or sse[1].mustFile():
f['s27'] = ((sse[0]['A6'] or sse[0]['B13'] or 0) +
(sse[1]['A6'] or sse[1]['B13'] or 0))
else:
if sse.mustFile():
f['s27'] = sse['A6'] or sse['B13']
f['s36'] = f.rowsum([
's23', 's24', 's25', 's26', 's27', 's28', 's29', 's30', 's31a',
's32', 's33', 's34', 's35'
])
f.comment['7'] = 'AGI'
f['7'] = f['6'] - f['s36']
sa = F1040sa(inputs, f)
std = f.STD_DED[inputs['status']]
if 'itemize_deductions' in inputs:
sa.must_file = inputs['itemize_deductions']
else:
sa.must_file = sa['17'] > std
f.addForm(sa)
if sa.mustFile():
f.comment['8'] = 'Itemized deductions'
f['8'] = sa['17']
else:
# TODO: claimed as dependent or born before Jan 2, 1952 or blind
f.comment['8'] = 'Standard deduction'
f['8'] = std
f.comment['10'] = 'Taxable Income'
f['10'] = max(0, f['7'] - f['8'] - f['9'])
# TODO: Schedule D tax worksheet
assert (not sd['18'] and not sd['19'])
f.comment['11a'] = 'Regular Tax'
f['11a'] = f.div_cap_gain_tax_worksheet(inputs, sd)['27']
# Compute line s48 now because it's needed by AMT
foreign_tax = inputs.get('foreign_tax', 0)
assert (foreign_tax < 300 or
(foreign_tax < 600 and inputs['status'] == FilingStatus.JOINT))
if foreign_tax:
f['s48'] = foreign_tax
f6251 = F6251(inputs, f, sa if sa.mustFile() else None, sd, sd)
f.comment['s45'] = 'AMT'
f['s45'] = f6251.get('11')
f.addForm(f6251)
f['s47'] = f.rowsum(['s45', 's46'])
f.comment['11'] = 'Tax'
f['11'] = f['11a'] + f['s47']
f['s49'] = f2441.part2(f)
f.comment['12a'] = 'Child Tax Credit'
f['12a'] = f.child_tax_credit(inputs)
f8801 = F8801(inputs, f, f6251)
f['s54'] = f8801.get('25')
f.addForm(f8801)
f.comment['s55'] = 'Nonrefundable credits'
f['s55'] = f.rowsum(['s48', 's49', 's50', 's51', 's52', 's53', 's54'])
f.comment['12'] = 'Total Credits'
f['12'] = f['12a'] + f['s55']
f['13'] = max(0, f['11'] - f['12'])
if inputs['status'] == FilingStatus.JOINT:
if sse[0].mustFile() or sse[1].mustFile():
f['s57'] = ((sse[0]['A5'] or sse[0]['B12'] or 0) +
(sse[1]['A5'] or sse[1]['B12'] or 0))
else:
if sse.mustFile():
f['s57'] = sse['A5'] or sse['B12']
f8959 = F8959(inputs, sse)
f8960 = F8960(inputs, f, sa if sa.mustFile() else None)
f['s62'] = f8959['18'] + f8960['17'] or None
f.addForm(f8959)
f.addForm(f8960)
f['s64'] = f.rowsum(
['s57', 's58', 's59', 's60a', 's60b', 's61', 's62'])
f.comment['14'] = 'Other Taxes'
f['14'] = f['s64']
f.comment['15'] = 'Total Tax'
f['15'] = f.rowsum(['13', '14'])
f.comment['16'] = 'Withholding'
f['16'] = inputs.get('withholding', 0) + f8959['24']
f['s66'] = inputs.get('estimated_payments')
if inputs.get('ss_withheld'):
if inputs['status'] == FilingStatus.JOINT:
if inputs['ss_withheld'][0] > f.SS_MAX:
f['s72'] = inputs['ss_withheld'][0] - f.SS_MAX
if inputs['ss_withheld'][1] > f.SS_MAX:
f['s72'] += inputs['ss_withheld'][1] - f.SS_MAX
else:
if inputs['ss_withheld'] > f.SS_MAX:
f['s72'] = inputs['ss_withheld'] - f.SS_MAX
f['s75'] = f.rowsum(['s66', 's70', 's71', 's72', 's73', 's74'])
# TODO: EIC
f.comment['17'] = 'Refundable Credits'
f['17'] = f['s75']
f.comment['18'] = 'Total payments'
f['18'] = f.rowsum(['16', '17'])
if f['18'] > f['15']:
f.comment['19'] = 'Refund'
f['19'] = f['18'] - f['15']
else:
f.comment['22'] = 'Amount you owe'
f['22'] = f['15'] - f['18']
def __init__(f, inputs={}):
super(F1040, f).__init__(inputs)
f.must_file = True
f.addForm(f)
if inputs['status'] == FilingStatus.JOINT:
sse = []
for i in [0, 1]:
inputs2 = copy.copy(inputs)
for j in ['wages', 'wages_ss', 'business_income']:
if j in inputs:
inputs2[j] = inputs[j][i]
x = F1040sse(inputs2)
f.addForm(x)
sse.append(x)
else:
sse = F1040sse(inputs)
f.addForm(sse)
f2441 = F2441(inputs, sse)
f.addForm(f2441)
f['6d'] = inputs['exemptions']
f['7'] = f.spouseSum(inputs, 'wages') + f2441['26']
f['8a'] = inputs.get('taxable_interest')
f['8b'] = inputs.get('tax_exempt_interest')
f['9a'] = inputs.get('dividends')
f['9b'] = inputs.get('qualified_dividends')
f['12'] = f.spouseSum(inputs, 'business_income')
sd = F1040sd(inputs)
f.addForm(sd)
if sd.mustFile():
f['13'] = sd['21'] or sd['16']
else:
f['13'] = inputs.get('capital_gain_dist')
if 'F8606' in inputs:
if inputs['status'] == FilingStatus.JOINT:
f8606 = [
f.addForm(F8606(inputs, 0)),
f.addForm(F8606(inputs, 1))
]
f['15b'] = (f8606[0]['15c'] + f8606[0]['18'] + f8606[0]['25'] +
f8606[1]['15c'] + f8606[1]['18'] + f8606[1]['25']) \
or None
else:
f8606 = f.addForm(F8606(inputs, None))
f['15b'] = f8606.rowsum(['15c', '18', '25'])
f['19'] = inputs.get('unemployment')
f['22'] = f.rowsum([
'7', '8a', '9a', '10', '11', '12', '13', '14', '15b', '16b', '17',
'18', '19', '20b', '21'
])
if inputs['status'] == FilingStatus.JOINT:
if sse[0].mustFile() or sse[1].mustFile():
f['27'] = ((sse[0]['A6'] or sse[0]['B13'] or 0) +
(sse[1]['A6'] or sse[1]['B13'] or 0))
else:
if sse.mustFile():
f['27'] = sse['A6'] or sse['B13']
f['36'] = f.rowsum([
'23', '24', '25', '26', '27', '28', '29', '30', '31a', '32', '33',
'34', '35'
])
f.comment['37'] = 'AGI'
f['37'] = f['22'] - f['36']
f['38'] = f['37']
sa = F1040sa(inputs, f)
std = f.STD_DED[inputs['status']]
if 'itemize_deductions' in inputs:
file_sched_a = inputs['itemize_deductions']
else:
file_sched_a = sa['29'] > std
if file_sched_a:
f.comment['40'] = 'Itemized deductions'
f['40'] = sa['29']
f.addForm(sa)
else:
# TODO: claimed as dependent or born before Jan 2, 1952 or blind
f.comment['40'] = 'Standard deduction'
f['40'] = std
f['41'] = f['38'] - f['40']
f.comment['42'] = 'Exemptions'
f['42'] = f.deduction_for_exemptions(inputs['status'])
f.comment['43'] = 'Taxable income'
f['43'] = max(0, f['41'] - f['42'])
# TODO: Schedule D tax worksheet
assert (not sd['18'] and not sd['19'])
f.comment['44'] = 'Tax'
f['44'] = f.div_cap_gain_tax_worksheet(inputs, sd)['27']
# Compute line 46 and 48 now because it's needed by AMT
foreign_tax = inputs.get('foreign_tax', 0)
assert (foreign_tax < 300 or
(foreign_tax < 600 and inputs['status'] == FilingStatus.JOINT))
if foreign_tax:
f['48'] = min(foreign_tax, f['44'] + f['46'])
f6251 = F6251(inputs, f, sa if file_sched_a else None, sd)
f.comment['45'] = 'AMT'
f['45'] = f6251.get('35')
f.addForm(f6251)
f['47'] = f.rowsum(['44', '45', '46'])
f['49'] = f2441.part2(f)
f['52'] = f.child_tax_credit(inputs)
f8801 = F8801(inputs, f, f6251)
f['54'] = f8801.get('25')
f.addForm(f8801)
f.comment['55'] = 'Total credits'
f['55'] = f.rowsum(['48', '49', '50', '51', '52', '53', '54'])
f['56'] = max(0, f['47'] - f['55'])
if inputs['status'] == FilingStatus.JOINT:
if sse[0].mustFile() or sse[1].mustFile():
f['57'] = ((sse[0]['A5'] or sse[0]['B12'] or 0) +
(sse[1]['A5'] or sse[1]['B12'] or 0))
else:
if sse.mustFile():
f['57'] = sse['A5'] or sse['B12']
f8959 = F8959(inputs, f, sse)
f8960 = F8960(inputs, f, sa if file_sched_a else None)
f['62'] = f8959['18'] + f8960['17'] or None
f.addForm(f8959)
f.addForm(f8960)
f.comment['63'] = 'Total tax'
f['63'] = f.rowsum(['56', '57', '58', '59', '60a', '60b', '61', '62'])
f['64'] = inputs.get('withholding', 0) + f8959['24']
f['65'] = inputs.get('estimated_payments')
# TODO: EIC
if inputs.get('ss_withheld'):
if inputs['status'] == FilingStatus.JOINT:
if inputs['ss_withheld'][0] > f.SS_MAX:
f['71'] = inputs['ss_withheld'][0] - f.SS_MAX
if inputs['ss_withheld'][1] > f.SS_MAX:
f['71'] += inputs['ss_withheld'][1] - f.SS_MAX
else:
if inputs['ss_withheld'] > f.SS_MAX:
f['71'] = inputs['ss_withheld'] - f.SS_MAX
f.comment['74'] = 'Total payments'
f['74'] = f.rowsum(
['64', '65', '66a', '67', '68', '69', '70', '71', '72', '73'])
if f['74'] > f['63']:
f.comment['75'] = 'Refund'
f['75'] = f['74'] - f['63']
else:
f.comment['78'] = 'Amount you owe'
f['78'] = f['63'] - f['74']
def __init__(f, inputs={}):
super(F1040, f).__init__(inputs)
f.must_file = True
f.addForm(f)
if inputs['status'] == FilingStatus.JOINT:
sse = []
for i in [0, 1]:
inputs2 = copy.copy(inputs)
for j in ['wages', 'wages_ss', 'business_income']:
inputs2[j] = inputs[j][i]
x = F1040sse(inputs2)
f.addForm(x)
sse.append(x)
else:
sse = F1040sse(inputs)
f.addForm(sse)
f['6d'] = inputs['exemptions']
f['7'] = f.spouseSum(inputs, 'wages')
f['8a'] = inputs.get('taxable_interest')
f['8b'] = inputs.get('tax_exempt_interest')
f['9a'] = inputs.get('dividends')
f['9b'] = inputs.get('qualified_dividends')
f['12'] = f.spouseSum(inputs, 'business_income')
sd = F1040sd(inputs)
f.addForm(sd)
if sd.mustFile():
f['13'] = sd['21'] or sd['16']
else:
f['13'] = inputs.get('capital_gain_dist')
f['22'] = f.rowsum([
'7', '8a', '9a', '10', '11', '12', '13', '14', '15b', '16b', '17',
'18', '19', '20b', '21'
])
if inputs['status'] == FilingStatus.JOINT:
if sse[0].mustFile() or sse[1].mustFile():
f['27'] = ((sse[0]['A6'] or sse[0]['B13'] or 0) +
(sse[1]['A6'] or sse[1]['B13'] or 0))
else:
if sse.mustFile():
f['27'] = sse['A6'] or sse['B13']
f['36'] = f.rowsum([
'23', '24', '25', '26', '27', '28', '29', '30', '31a', '32', '33',
'34', '35'
])
f['37'] = f['22'] - f['36']
f['38'] = f['37']
sa = F1040sa(inputs, f)
std = f.STD_DED[inputs['status']]
file_sched_a = sa['29'] > std
if file_sched_a:
f['40'] = sa['29']
f.addForm(sa)
else:
f['40'] = std
f['41'] = f['38'] - f['40']
f['42'] = f.EXEMPTION * f['6d']
f['43'] = 0 if f['42'] > f['41'] else f['41'] - f['42']
# TODO: Schedule D tax worksheet
assert (not sd['18'] and not sd['19'])
f['44'] = f.div_cap_gain_tax_worksheet(inputs, sd)
# Compute line 47 now because it's needed by AMT
foreign_tax = inputs.get('foreign_tax', 0)
assert (foreign_tax < 300 or
(foreign_tax < 600 and inputs['status'] == FilingStatus.JOINT))
if foreign_tax:
f['47'] = min(foreign_tax, f['44'])
f6251 = F6251(inputs, f, sa if file_sched_a else None, sd)
f['45'] = f6251.get('35')
f.addForm(f6251)
f['46'] = f.rowsum(['44', '45'])
f['51'] = f.child_tax_credit(inputs)
f['54'] = f.rowsum(['47', '48', '49', '50', '51', '52', '53'])
f['55'] = max(0, f['46'] - f['54'])
if inputs['status'] == FilingStatus.JOINT:
if sse[0].mustFile() or sse[1].mustFile():
f['56'] = ((sse[0]['A5'] or sse[0]['B12'] or 0) +
(sse[1]['A5'] or sse[1]['B12'] or 0))
else:
if sse.mustFile():
f['56'] = sse['A5'] or sse['B12']
f['61'] = f.rowsum(['55', '56', '57', '58', '59', '60'])
f['62'] = inputs.get('withholding')
f['63'] = inputs.get('estimated_payments')
# TODO: EIC
if inputs.get('ss_withheld'):
if inputs['status'] == FilingStatus.JOINT:
if inputs['ss_withheld'][0] > f.SS_MAX:
f['69'] = inputs['ss_withheld'][0] - f.SS_MAX
if inputs['ss_withheld'][1] > f.SS_MAX:
f['69'] += inputs['ss_withheld'][1] - f.SS_MAX
else:
if inputs['ss_withheld'] > f.SS_MAX:
f['69'] = inputs['ss_withheld'] - f.SS_MAX
f['72'] = f.rowsum(
['62', '63', '64a', '65', '66', '67', '68', '69', '70', '71'])
if f['72'] > f['61']:
f['73'] = f['72'] - f['61']
else:
f['76'] = f['61'] - f['72']