There are numerous reasons typescript is appropriate for this project. Just in terms of data validation, ensuring that the right type of data is used for form fields, constraining types of data, matching user's data model to pdf templates, etc.

Just a proposal that new code can come in TS form, and in the future existing typeless JS can go away.

Adding 1099s, W2s, spouse, and dependent all use a common UI, where the user is able to add N items, then edit the items, or remove the items. I'm about to add another such one for managing investment properties for Schedule E. So we need a UI element that encapsulates opening a form, showing a list of items, editing items, and removing items.

Can you open and link a gitter chat (or discord?)

Add unit test github action that runs against PRs, running all jest tests in the project. If any of them fail, that check fails on the pull request

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A lot of people in the hacker news chat were rightly worried about an unknown web site asking for their social details. Of course we know that data never leaves the user's machine but there's no obvious way for the user to know that.

I think it would help if we had regular releases of the desktop application binaries.

The state dropdown is... confusing. Under the hood it's a bunch of s like I'd expect, but they're popped out into some div, I guess so you can style them? Except this doesn't replicate the functionality of the basic HTML controls -- there's zero keyboard navigation. (To add insult to injury, you record the state as the two-letter thing I want to type anyway, but typing that after I open the dropdown does nothing.) It's not like React can't do a normal dropdown, so what went wrong here?

https://www.reddit.com/r/opensource/comments/kqr89x/open_source_tax_filing_website/gi6d0jv/

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There should be a default file save name and location on desktop and web. For windows, a dialog pops including a blank file type. I assume if we just set a default file save name with .pdf as the extension then this will be fixed.

On the desktop version if we can select a default file directory, just use $HOME.

Given the content of the family information page, the name should be changed to potentially refund information or contact & bank information, something along those lines.

Hello, thanks for a great project. I have enjoyed watching your work.

I am the maintainer of the Tax-Calculator project. We currently validate against internet TAXSIM.

You might consider using these projects in your testing.

If you would ever like to discuss cross-calculator testing or anything else, please feel free to reach out to me at [email protected], or I am happy to participate in discussions in your project issues.

Best,
Matt

just go to the website and click the 1099 button on the navigation menu

The list component currently used for dependents, spouses, w2s and 1099s should support editing.

Hover over a list item to get an edit button, open form and replace form content on click, overwrite state on save.

Currently, the labeled checkbox component can only have yes / no type inputs, should be refactored or another component should be created that can handle multiple checkboxes or radio inputs

https://www.npmjs.com/package/react-number-format

May improve formatting for dollar amounts with commas as well as addressing these issues

A quick glance at the repo: It looks like you're using JS numbers for currency, a bunch of them explicitly floating-point (in the tax brackets). If you do any math with this, you'll be doing math with floats. This is a bad idea for currency -- see https://0.30000000000000004.com/

You can probably get away with using integer number of cents with normal JS numbers... I'd be looking into a big-decimal library of some sort instead -- JS seems to have a few, I guess bignumber.js might work?

I was curious what it'd actually do, so I tried the website... and I know you said "work in progress", so I'm trying to be constructive here... but it was pretty broken:

Trying to enter an Employer Identification Number, neat how it enters the - and everything, but after filling the page with nonsense data (EIN of '12-34567'), it won't save and continue, and I get "Input should be filled with 7 numbers" on the EIN.
Oh, it wants 9 numbers. Okay, fair enough, but...
Now it eats inputs. I type '8' at the end of the line, and that's fine, then I type '9' and it doesn't appear in the 'input' but the box appears to validate... until I tab away.
Fine, let's clear it and try again... First keystroke gets eaten before I even start typing. So if I type '1234' it gets recorded as '23-4'.
Basically, had to clear everything, reload the page, and type the entire fake number in one go without any line-editing...

https://www.reddit.com/r/opensource/comments/kqr89x/open_source_tax_filing_website/gi6d0jv/

Please see this article - https://matklad.github.io/2021/02/06/ARCHITECTURE.md.html

This will be super super useful for contributors to quickly jump into contributing.

For example social numbers should be strings that only consist of digits.

Should be able to add data from multiple 1099 B forms, pdf output should include schedule D and accumulate to field number 64 on the 1040.

Todos:

• Schedule D or Capital Gains and Qualified Dividends worksheet
• Schedule D
• Lines on 1040 (3a, 7)

Dealing with uncovered and unreported transactions is a separate issue:

• Schedule 8949 - used when basis is not reported to IRS, or for capital gains that are not reported on 1099B.
  • There are a number of types of transactions to report here:
    • (B) Short-term basis unreported transactions - required
    • (C) Short-term transactions not reported on form 1099-B - required
    • (E) Long-term basis unreported transactions - required
    • (F) Long-term transactions not reported on form 1099-B - required
  • User should be able to add list of transactions for B, C, E, F (note we should determine long term / short term)

It would be really helpful to have a landing page with blurbs about what this project does right now and what it doesn't do. Perhaps a feature-to-feature comparison table with other popular tax products and their different tiers.

Side note, there are many people that would love to bury other popular tax products so if you're serious about this then you might consider doing a gofundme or some kind of crowd funding to give you more time to work on it.

This will be necessary to demonstrate a basic proof of concept for tax filing web application.

Checkboxes for field numbers 35, 36, and below from the 1040, "Child tax credit", "Credit for other dependents"

Users should be able to see what is supported so they don't fill out the forms and then end up running into something that they need that is missing

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Lines 53-56 of the 1040, schedule b: https://www.irs.gov/pub/irs-pdf/f1040sb.pdf

Tracking todos:

• #118 - Support income reported on 1099-INT, taxable interest
• #124 - Support dividends reported on 1099-DIV (Schedule B Part II) - This is complicated because qualified dividends need to be captured on the qualified dividends and capital gains worksheet, probably requires #69 first
• Support questions required in part 3 of Schedule B -- I think this should be a new issue, there are lots of informational questions
• Support tax-exempt interest? F1040 Line 2a

I went through your tauri/rust code and it doesn't seem like much is going on. Why are you using it? I am trying to understand the rationale.

If there is way to just use a node-based webserver, it would reduce this unnecessary dependency.

Please add support for https://www.irs.gov/forms-pubs/about-form-8889 for Health Savings Accounts :)

All input elements ingest strings, and at runtime all typescript type information is no longer available, so strings can easily end up in the model.

https://github.com/thegrims/UsTaxes/pull/82/files#diff-464829cf1923068e6ce603cab38ebb785416301be67889ab3e2f0da74e04a432R25

We need to handle all these type errors just at the interface between the user and the action creators, so that any further analysis depending on the global data model can assume the types are correct.

Possible library:
https://github.com/vega/ts-json-schema-generator

Routing numbers are 9 digits long, the error message should reflect that. Error messages should use 'digits' rather than 'numbers' for clarity.

https://www.plainfinances.com/grow/routing-number/

The form container grows horizontally if a contained component is too wide, for example if the <LabeledInput> has a long label.

The custom css for the form component can be adjusted to fix this. Currently in App.css, the form width is set using min-width. Adding a max-width would prevent this from growing.

But we can do better. Also, on mobile the drawer navigation is not showing. So showing a menu button in mobile would be nice. At the same time we can address the form width containment.

Proposed goals are:

• Add app bar to top for narrow screens
• Add menu button to show / hide drawer for narrow screens
• Allow form to take up an appropriate amount of horizontal space depending on screen width.

https://material-ui.com/components/drawers/

• Add checkmarks to the sidebar to show users what is completed

Also if HOH or QW box is checked the child’s name should be entered if the qualifying person is a child but not the taxpayer's dependent

Changing documentation location broke links to directories and files in src/ on the Project Architecture page

Add eslint github action that runs against PRs and fails if there are any linting errors

• Use redux persist to save redux state to local storage so that when the website is opened after being closed, the form information is still available

We should come up with an easy way for users to add additional schedules they may need in their returns. As of now, the 1040 is the only one available.

• Data should be available to be filled and reusable from user's data model
• User's data model should be extensible so new data required for a schedule or form can be added.
• New schedule needs a link to download the appropriate PDF
• Needs to be easy to define a new template for generating the filled PDF from the user's data model

lint-staged and pretty-quick both look like really good options

https://prettier.io/docs/en/precommit.html

When the MacOS dmg application created by the application is run, the message below appears because the app is not signed by a developer certificate

These linked steps show how to incorporate code signing into the github actions pipeline
https://localazy.com/blog/how-to-automatically-sign-macos-apps-using-github-actions

Edit GitHub actions publishing action to only run when the version is bumped to avoid failed builds and wasted build minutes

If schedule E creates a net loss, then a negative number is brought forward to the 1040 which reduces taxable income.

If schedule E has a net passive loss, then form 8582 must be used to figure the negative number that may be brought forward to the 1040.

I opened github.com/ustaxes, with myself and @thegrims as owners

https://docs.github.com/en/github/administering-a-repository/transferring-a-repository#whats-transferred-with-a-repository

• Helps promote this project as its own independent thing
• I would like to be able to add a commit to #84 without superseding #84 or directly adding commits. If this were in its own repository then I could make a PR against @thegrims's fork. When he approved my PR, the commits would be added to the origin's PR.

https://docs.github.com/en/github/administering-a-repository/transferring-a-repository#transferring-a-repository-owned-by-your-user-account

This is a single tracking issue for all remaining qualification conditions that need implementing with respect to Schedule EIC.

View pages 40-47 of the general instructions

Step 1 - All Filers

• 1.1 - Income limits by number of children
• 1.2, both spouses must have a SSN issued before 2020 due date and without work restriction and valid for eic purposes. assumed true, console warning
• 1.3, MFS status disallowed
• 1.4 - If filing form 2555, disallowed assumed allowed, console warning
• 1.5 - Special rules apply for non-resident aliens. ignored, console warning

Step 2 - Investment income

• 2.1 - Investment income calculation
• 2.2 - Investment income limit
• 2.3 - If investment income is above the limit, F4797 may still allow EIC. Assuming this does not apply, console warning if this calculation is attempted
• 2.4.1 - Filing schedule E assuming no, console warning if attempted.
• 2.4.2 - Income from certain personal property -> Worksheet 1 Pub 596 assuming does not apply, console warning if attempted
• 2.4.3 - Filing form 8814 (children's interest and dividends) - assuming does not apply, console warning if attempted
• 2.4.4 - Passive activity income - assuming does not apply, console warning if attempted
• 2.4.5 - Pub 596 Worksheet must be completed relating to the items above, assuming does not apply, console warning

Qualifying Children

• 3.1 - If the taxpayer has a qualifying child,
  • must have a valid SSN unless the child was born and died in 2020
  • must be a Son, daughter, stepchild, foster child, brother, sister, stepbrother, stepsister, half brother, half sister, or a descendant of any of them (for example, your grandchild, niece, or nephew)
  • Not filing a joint return (or is filing a joint return only to claim refund of withheld income tax or estimated tax paid)
  • Special rules apply if the child can be claimed as the qualifying dependent of more than one person.
• 3.2 - Is a joint return
• 3.3, asked again at 4.5 - If the taxpayer could be the child of another. This is also probably addressed in #191 and #162

Filers without qualifying child

• 4.1 -Income limit check again
• 4.2 - Taxpayer must be over 25 but under 65, other issues for dead spouse or dead taxpayer, assumed passes, console warning
• 4.3 - Primary residence in US for more than half of year assumed true, console warning
• 4.4 Joint return again
• 4.5 Qualifying child of another (same as 3.3 above) disallowed for single filer assumed allowed
• 4.6 Dependent of another disallowed for single filers. According to "rule 12" here, spouse can also not be a dependent of another.

Earned income

• 5.1 - Filing Schedule SE for church related self-emplyment income assumed false, console warning
• 5.1.2 - Scholarship income and grants assumed zero, console warning
• 5.1.3 - Penal income, assumed zero, console warning
• 5.1.4 - Pension plan income, assumed zero, console warning
• 5.1.5 - Medicaid waiver payments: assumed zero, console warning
• 5.1.6,7 - Calculations
• 5.1.8 - Choice to include or not include nontaxable combat pay, assumed not applicable, console warning.
• 5.1.9 - Earned income calculated based on 5.1.x items
• 5.2 - Self employed, filing SE with church income or Schedule C, assumed not applicable, console warning
• 5.3 - Earned income check - the EIC formula will indicate a negative credit if earned income is outside of these bounds

Figuring credit

• 6.1 - There is an option to allow the IRS to figure the credit, we will attempt to figure the credit.
• - Worksheet A, calculation of credit amount is complete, assuming above items.

After site upgrades, the model stored in local storage can easily become incorrect, so we should validate it when it is rehydrated.

Would be nice to version the model schema and apply some migration from version to version.

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Create 404 page that shows up when a user navigates to a page that is not defined in Urls const