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Nj 105 tax exempt interest income #4934

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Oct 31, 2024
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Nj 105 tax exempt interest income #4934

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66e6c0a
Add disqualifying df data reason to nj intake
mmazanec22 Oct 30, 2024
6fa7358
PR comments
mmazanec22 Oct 31, 2024
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2 changes: 2 additions & 0 deletions app/lib/efile/line_data.yml
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Original file line number Diff line number Diff line change
Expand Up @@ -578,6 +578,8 @@ NJ1040_LINE_15:
label: '15 Wages, salaries, tips, and other employee compensation (State wages from Box 16 of enclosed W-2(s))'
NJ1040_LINE_16A:
label: 'Taxable interest income (Enclose federal Schedule B if over $1,500) (See instructions)'
NJ1040_LINE_16B:
label: 'Tax-exempt interest income (Enclose schedule) (See instructions) Do not include on line 16a'
NJ1040_LINE_27:
label: '27 Total Income (Add lines 15, 16a, and 20a)'
NJ1040_LINE_29:
Expand Down
22 changes: 17 additions & 5 deletions app/lib/efile/nj/nj1040_calculator.rb
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Expand Up @@ -20,6 +20,7 @@ def calculate
set_line(:NJ1040_LINE_13, :calculate_line_13)
set_line(:NJ1040_LINE_15, :calculate_line_15)
set_line(:NJ1040_LINE_16A, :calculate_line_16a)
set_line(:NJ1040_LINE_16B, :calculate_line_16b)
set_line(:NJ1040_LINE_27, :calculate_line_27)
set_line(:NJ1040_LINE_29, :calculate_line_29)
set_line(:NJ1040_LINE_31, :calculate_line_31)
Expand Down Expand Up @@ -139,6 +140,10 @@ def calculate_use_tax(nj_gross_income)
end
end

def calculate_tax_exempt_interest_income
@intake.direct_file_data.fed_tax_exempt_interest + interest_on_gov_bonds
end

private

def line_6_spouse_checkbox
Expand Down Expand Up @@ -190,11 +195,12 @@ def calculate_line_15
end

def calculate_line_16a
interest_reports = @intake.direct_file_json_data.interest_reports
interest_on_gov_bonds = interest_reports&.map(&:interest_on_government_bonds)
interest_sum = interest_on_gov_bonds.sum
return nil unless interest_sum.positive?
(@intake.direct_file_data.fed_taxable_income - interest_sum).round
return nil unless interest_on_gov_bonds.positive?
@intake.direct_file_data.fed_taxable_income - interest_on_gov_bonds
end

def calculate_line_16b
calculate_tax_exempt_interest_income if calculate_tax_exempt_interest_income.positive?
end

def calculate_line_27
Expand Down Expand Up @@ -330,6 +336,12 @@ def number_of_true_checkboxes(checkbox_array_for_line)
checkbox_array_for_line.sum { |a| a == true ? 1 : 0 }
end

def interest_on_gov_bonds
interest_reports = @intake.direct_file_json_data.interest_reports
interests_on_gov_bonds = interest_reports&.map(&:interest_on_government_bonds)
interests_on_gov_bonds&.sum&.round
end

def is_mfs_same_home
is_mfs = @intake.filing_status_mfs?
is_same_home = @intake.tenant_same_home_spouse_yes? || @intake.homeowner_same_home_spouse_yes?
Expand Down
53 changes: 37 additions & 16 deletions app/lib/pdf_filler/nj1040_pdf.rb
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Expand Up @@ -97,22 +97,7 @@ def hash_for_pdf
answers.merge!(dependent_hash)
end

if @xml_document.at("TaxableInterestIncome")
taxable_interest_income = @xml_document.at("TaxableInterestIncome").text.to_i
answers.merge!(insert_digits_into_fields(taxable_interest_income, [
"112",
"111",
"110",
"109",
"108",
"Text107",
"undefined_41",
"undefined_40",
"undefined_39",
"undefined_43"
]))
end

# lines 13 and 30
if @xml_document.at("Exemptions TotalExemptionAmountA")
total_exemptions = @xml_document.at("Exemptions TotalExemptionAmountA").text.to_i
answers.merge!(insert_digits_into_fields(total_exemptions, [
Expand All @@ -126,6 +111,7 @@ def hash_for_pdf
]))
end

# line 13
if @xml_document.at("Body TotalExemptionAmountB")
total_exemptions = @xml_document.at("Body TotalExemptionAmountB").text.to_i
answers.merge!(insert_digits_into_fields(total_exemptions, [
Expand Down Expand Up @@ -169,6 +155,7 @@ def hash_for_pdf
]))
end

# line 15
if @xml_document.at("WagesSalariesTips").present?
wages = @xml_document.at("WagesSalariesTips").text.to_i
answers.merge!(insert_digits_into_fields(wages, [
Expand All @@ -185,6 +172,39 @@ def hash_for_pdf
]))
end

# line 16a
if @xml_document.at("TaxableInterestIncome")
taxable_interest_income = @xml_document.at("TaxableInterestIncome").text.to_i
answers.merge!(insert_digits_into_fields(taxable_interest_income, [
"112",
"111",
"110",
"109",
"108",
"Text107",
"undefined_41",
"undefined_40",
"undefined_39",
"undefined_43"
]))
end

# line 16b
if @xml_document.at("TaxexemptInterestIncome")
tax_exempt_interest_income = @xml_document.at("TaxexemptInterestIncome").text.to_i
answers.merge!(insert_digits_into_fields(tax_exempt_interest_income, [
"117",
"116",
"115",
"114",
"113",
"undefined_44",
"16a",
"undefined_42",
"16b"
]))
end

if @xml_document.at("TotalIncome").present?
total_income = @xml_document.at("TotalIncome").text.to_i
answers.merge!(insert_digits_into_fields(total_income, [
Expand Down Expand Up @@ -219,6 +239,7 @@ def hash_for_pdf
]))
end

# line 39
if @xml_document.at("TaxableIncome").present?
taxable_income = @xml_document.at("TaxableIncome").text.to_i
answers.merge!(insert_digits_into_fields(taxable_income, [
Expand Down
4 changes: 4 additions & 0 deletions app/lib/submission_builder/ty2024/states/nj/documents/nj1040.rb
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Expand Up @@ -106,6 +106,10 @@ def document
xml.TaxableInterestIncome calculated_fields.fetch(:NJ1040_LINE_16A)
end

if calculated_fields.fetch(:NJ1040_LINE_16B)&.positive?
xml.TaxexemptInterestIncome calculated_fields.fetch(:NJ1040_LINE_16B)
end

if calculated_fields.fetch(:NJ1040_LINE_27).positive?
xml.TotalIncome calculated_fields.fetch(:NJ1040_LINE_27)
end
Expand Down
3 changes: 3 additions & 0 deletions app/models/state_file_nj_intake.rb
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Expand Up @@ -139,6 +139,9 @@ def disqualifying_df_data_reason
return :has_out_of_state_w2 if w2_states.any? do |state|
!(state.text || '').casecmp(state_code).zero?
end

tax_exempt_interest_income = calculator.calculate_tax_exempt_interest_income
return :exempt_interest_exceeds_10k if tax_exempt_interest_income > 10_000
end

def disqualifying_eligibility_rules
Expand Down
1 change: 1 addition & 0 deletions config/locales/en.yml
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Expand Up @@ -2341,6 +2341,7 @@ en:
data_transfer_offboarding:
edit:
ineligible_reason:
exempt_interest_exceeds_10k: your tax exempt interest income exceeds $10,000.
has_irc_125_code: W2 lists IRC 125 benefit plan amounts.
has_out_of_state_w2: you earned income in another state in 2023.
has_yonkers_income: lived, earned income, or maintained a home in Yonkers in 2023.
Expand Down
1 change: 1 addition & 0 deletions config/locales/es.yml
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Expand Up @@ -2315,6 +2315,7 @@ es:
data_transfer_offboarding:
edit:
ineligible_reason:
exempt_interest_exceeds_10k: your tax exempt interest income exceeds $10,000.
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has_irc_125_code: tu formulario W-2 incluye cantidades del plan de beneficios del Código de Rentas Internas (IRC 125).
has_out_of_state_w2: recibiste ingresos en otro estado en el 2023
has_yonkers_income: viviste, recibiste ingresos o mantuviste un hogar en Yonkers en 2023.
Expand Down
5 changes: 5 additions & 0 deletions spec/factories/state_file_nj_intakes.rb
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Expand Up @@ -185,6 +185,11 @@
raw_direct_file_intake_data { StateFile::DirectFileApiResponseSampleService.new.read_json('nj_married_filing_separately') }
end

trait :df_data_exempt_interest do
raw_direct_file_data { StateFile::DirectFileApiResponseSampleService.new.read_xml('nj_exempt_interest_over_10k') }
raw_direct_file_intake_data { StateFile::DirectFileApiResponseSampleService.new.read_json('nj_exempt_interest_over_10k') }
end

trait :married_filing_jointly do
filing_status { "married_filing_jointly" }
spouse_birth_date { Date.new(1990, 1, 1) }
Expand Down
46 changes: 46 additions & 0 deletions spec/fixtures/state_file/fed_return_jsons/2023/nj/exempt_interest_over_10k.json
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@@ -0,0 +1,46 @@
{
"familyAndHousehold": [],
"filers": [
{
"firstName": "Ernie",
"middleInitial": null,
"lastName": "Muppet",
"dateOfBirth": "1980-01-01",
"isPrimaryFiler": true,
"tin": "400-00-0039"
},
{
"firstName": "Bert",
"middleInitial": "K",
"lastName": "Muppet",
"dateOfBirth": "1990-01-01",
"isPrimaryFiler": false,
"tin": "600-00-0039"
}
],
"interestReports": [
{
"1099Amount": "0.00",
"has1099": false,
"interestOnGovernmentBonds": "5000.00",
"no1099Amount": "800.00",
"recipientTin": "400-00-0039",
"taxExemptInterest": "0.00",
"payer": "The payer name",
"payerTin": "101-23-4567",
"taxWithheld": "0.00",
"taxExemptAndTaxCreditBondCusipNo": "123456789"
},
{
"1099Amount": "0.00",
"has1099": false,
"interestOnGovernmentBonds": "5000.00",
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"no1099Amount": "800.00",
"recipientTin": "400-00-0039",
"taxExemptInterest": "0.00",
"payer": "The payer name",
"payerTin": "101-23-4567",
"taxWithheld": "0.00",
"taxExemptAndTaxCreditBondCusipNo": "123456789"
}]
}
134 changes: 134 additions & 0 deletions spec/fixtures/state_file/fed_return_xmls/2023/nj/exempt_interest_over_10k.xml
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@@ -0,0 +1,134 @@
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:efile="http://www.irs.gov/efile" returnVersion="2023v5.0">
<ReturnHeader binaryAttachmentCnt="0">
<TaxYr>2023</TaxYr>
<TaxPeriodBeginDt>2023-01-01</TaxPeriodBeginDt>
<TaxPeriodEndDt>2023-12-31</TaxPeriodEndDt>
<SoftwareVersionNum>2023.0.1</SoftwareVersionNum>
<ReturnTypeCd>1040</ReturnTypeCd>
<Filer>
<PrimarySSN>400000039</PrimarySSN>
<SpouseSSN>600000039</SpouseSSN>
<NameLine1Txt>BERT &amp; ERNIE&lt;MUPPET</NameLine1Txt>
<PrimaryNameControlTxt>MUPP</PrimaryNameControlTxt>
<SpouseNameControlTxt>BERT</SpouseNameControlTxt>
<USAddress>
<AddressLine1Txt>123 Sesame St Apt 1</AddressLine1Txt>
<CityNm>Hammonton</CityNm>
<StateAbbreviationCd>NJ</StateAbbreviationCd>
<ZIPCd>85034</ZIPCd>
</USAddress>
<PhoneNum>4805559876</PhoneNum>
</Filer>
<AdditionalFilerInformation>
<AtSubmissionFilingGrp>
<EmailAddressTxt>[email protected]</EmailAddressTxt>
</AtSubmissionFilingGrp>
</AdditionalFilerInformation>
</ReturnHeader>
<ReturnData documentCnt="2">
<IRS1040 documentId="IRS10400001">
<IndividualReturnFilingStatusCd>2</IndividualReturnFilingStatusCd>
<SpouseNm>Ernie Muppet</SpouseNm>
<VirtualCurAcquiredDurTYInd>false</VirtualCurAcquiredDurTYInd>
<SpouseClaimAsDependentInd>X</SpouseClaimAsDependentInd>
<TotalBoxesCheckedCnt>1</TotalBoxesCheckedCnt>
<TotalExemptPrimaryAndSpouseCnt>2</TotalExemptPrimaryAndSpouseCnt>
<ChldWhoLivedWithYouCnt>0</ChldWhoLivedWithYouCnt>
<OtherDependentsListedCnt>0</OtherDependentsListedCnt>
<TotalExemptionsCnt>2</TotalExemptionsCnt>
<WagesAmt referenceDocumentId="W20001" referenceDocumentName="IRSW2">9000</WagesAmt>
<HouseholdEmployeeWagesAmt>0</HouseholdEmployeeWagesAmt>
<TipIncomeAmt>0</TipIncomeAmt>
<MedicaidWaiverPymtNotRptW2Amt>0</MedicaidWaiverPymtNotRptW2Amt>
<TaxableBenefitsAmt>0</TaxableBenefitsAmt>
<TaxableBenefitsForm8839Amt>0</TaxableBenefitsForm8839Amt>
<TotalWagesWithNoWithholdingAmt>0</TotalWagesWithNoWithholdingAmt>
<NontxCombatPayElectionAmt>0</NontxCombatPayElectionAmt>
<WagesSalariesAndTipsAmt>9000</WagesSalariesAndTipsAmt>
<TaxExemptInterestAmt>1</TaxExemptInterestAmt>
<TaxableInterestAmt>0</TaxableInterestAmt>
<QualifiedDividendsAmt>0</QualifiedDividendsAmt>
<OrdinaryDividendsAmt>0</OrdinaryDividendsAmt>
<TotalTaxablePensionsAmt>0</TotalTaxablePensionsAmt>
<SocSecBnftAmt>0</SocSecBnftAmt>
<TaxableSocSecAmt>0</TaxableSocSecAmt>
<CapitalGainLossAmt>0</CapitalGainLossAmt>
<TotalAdditionalIncomeAmt>0</TotalAdditionalIncomeAmt>
<TotalIncomeAmt>9000</TotalIncomeAmt>
<TotalAdjustmentsAmt>0</TotalAdjustmentsAmt>
<AdjustedGrossIncomeAmt>9000</AdjustedGrossIncomeAmt>
<TotalItemizedOrStandardDedAmt>29200</TotalItemizedOrStandardDedAmt>
<TotalDeductionsAmt>29200</TotalDeductionsAmt>
<TaxableIncomeAmt>0</TaxableIncomeAmt>
<TaxAmt>0</TaxAmt>
<AdditionalTaxAmt>0</AdditionalTaxAmt>
<TotalTaxBeforeCrAndOthTaxesAmt>0</TotalTaxBeforeCrAndOthTaxesAmt>
<CTCODCAmt>0</CTCODCAmt>
<TotalNonrefundableCreditsAmt>0</TotalNonrefundableCreditsAmt>
<TotalCreditsAmt>0</TotalCreditsAmt>
<TaxLessCreditsAmt>0</TaxLessCreditsAmt>
<TotalOtherTaxesAmt>0</TotalOtherTaxesAmt>
<TotalTaxAmt>0</TotalTaxAmt>
<FormW2WithheldTaxAmt>900</FormW2WithheldTaxAmt>
<Form1099WithheldTaxAmt>0</Form1099WithheldTaxAmt>
<TaxWithheldOtherAmt>0</TaxWithheldOtherAmt>
<WithholdingTaxAmt>900</WithholdingTaxAmt>
<EstimatedTaxPaymentsAmt>0</EstimatedTaxPaymentsAmt>
<RefundableCreditsAmt>0</RefundableCreditsAmt>
<TotalPaymentsAmt>900</TotalPaymentsAmt>
<OverpaidAmt>900</OverpaidAmt>
<RefundAmt>900</RefundAmt>
<AppliedToEsTaxAmt>0</AppliedToEsTaxAmt>
<OwedAmt>0</OwedAmt>
<EsPenaltyAmt>0</EsPenaltyAmt>
<ThirdPartyDesigneeInd>false</ThirdPartyDesigneeInd>
<PrimaryOccupationTxt>Eyebrow technician</PrimaryOccupationTxt>
<SpouseOccupationTxt>Rubber ducky manufacturer</SpouseOccupationTxt>
<RefundProductCd>NO FINANCIAL PRODUCT</RefundProductCd>
</IRS1040>
<IRSW2 documentId="W20001" documentName="IRSW2">
<EmployeeSSN>400000039</EmployeeSSN>
<EmployerEIN>678912345</EmployerEIN>
<EmployerNameControlTxt>SESA</EmployerNameControlTxt>
<EmployerName>
<BusinessNameLine1Txt>Sesame Street Eye Lip and Hair Removal</BusinessNameLine1Txt>
</EmployerName>
<EmployerUSAddress>
<AddressLine1Txt>300 Josephine St</AddressLine1Txt>
<CityNm>Hammonton</CityNm>
<StateAbbreviationCd>NJ</StateAbbreviationCd>
<ZIPCd>80212</ZIPCd>
</EmployerUSAddress>
<EmployeeNm>Bert Muppet</EmployeeNm>
<EmployeeUSAddress>
<AddressLine1Txt>123 Sesame St Apt 1</AddressLine1Txt>
<CityNm>Hammonton</CityNm>
<StateAbbreviationCd>NJ</StateAbbreviationCd>
<ZIPCd>85034</ZIPCd>
</EmployeeUSAddress>
<WagesAmt>9000</WagesAmt>
<WithholdingAmt>900</WithholdingAmt>
<SocialSecurityWagesAmt>9000</SocialSecurityWagesAmt>
<SocialSecurityTaxAmt>558</SocialSecurityTaxAmt>
<MedicareWagesAndTipsAmt>9000</MedicareWagesAndTipsAmt>
<MedicareTaxWithheldAmt>131</MedicareTaxWithheldAmt>
<SocialSecurityTipsAmt>0</SocialSecurityTipsAmt>
<AllocatedTipsAmt>0</AllocatedTipsAmt>
<NonqualifiedPlansAmt>0</NonqualifiedPlansAmt>
<W2StateLocalTaxGrp>
<W2StateTaxGrp>
<StateAbbreviationCd>NJ</StateAbbreviationCd>
<EmployerStateIdNum>12345</EmployerStateIdNum>
<StateWagesAmt>9000</StateWagesAmt>
<StateIncomeTaxAmt>15</StateIncomeTaxAmt>
<W2LocalTaxGrp>
<LocalWagesAndTipsAmt>0</LocalWagesAndTipsAmt>
<LocalIncomeTaxAmt>0</LocalIncomeTaxAmt>
</W2LocalTaxGrp>
</W2StateTaxGrp>
</W2StateLocalTaxGrp>
<StandardOrNonStandardCd>S</StandardOrNonStandardCd>
</IRSW2>
</ReturnData>
</Return>
1 change: 1 addition & 0 deletions spec/fixtures/state_file/fed_return_xmls/2023/nj/zeus_two_deps.xml
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Expand Up @@ -118,6 +118,7 @@
<TotalExemptionsCnt>4</TotalExemptionsCnt>
<WagesAmt referenceDocumentId="W20001" referenceDocumentName="IRSW2">50000</WagesAmt>
<WagesSalariesAndTipsAmt>50000</WagesSalariesAndTipsAmt>
<TaxExemptInterestAmt>1</TaxExemptInterestAmt>
<TaxableInterestAmt>500</TaxableInterestAmt>
<SocSecBnftAmt>8000</SocSecBnftAmt>
<TaxableSocSecAmt>6800</TaxableSocSecAmt>
Expand Down
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