taxforge 0.9.15__py3-none-any.whl → 0.9.16__py3-none-any.whl

aitax/__init__.py

@@ -1,3 +1,3 @@
 """TaxForge - AI-powered tax preparation"""
 
-__version__ = "0.9.15"
+__version__ = "0.9.16"

aitax/aitax.py

@@ -847,6 +847,69 @@ def review_page() -> rx.Component:
                         background=COLORS["bg_hover"], border_radius="8px",
                     ),
                     
+                    # Dependents & Child Tax Credit
+                    rx.vstack(
+                        rx.hstack(
+                            rx.text("👨‍👩‍👧‍👦 Dependents", color=COLORS["text_primary"], font_weight="600"),
+                            rx.spacer(),
+                            rx.button("+ Add", size="sm", on_click=TaxAppState.toggle_dependent_form),
+                        ),
+                        rx.cond(
+                            TaxAppState.dependents.length() > 0,
+                            rx.foreach(
+                                TaxAppState.dependents,
+                                lambda d, idx: rx.hstack(
+                                    rx.text(d["name"], flex="1"),
+                                    rx.text(f"{d['relationship']}, Age {d['age']}"),
+                                    rx.badge(
+                                        rx.cond(d["is_child"], "CTC $2,000", "Credit $500"),
+                                        color_scheme=rx.cond(d["is_child"], "green", "blue"),
+                                    ),
+                                    rx.icon("x", size=14, cursor="pointer",
+                                            on_click=lambda: TaxAppState.remove_dependent(idx)),
+                                    width="100%", padding="8px",
+                                ),
+                            ),
+                            rx.text("No dependents added", color=COLORS["text_muted"], font_style="italic"),
+                        ),
+                        # Dependent Form
+                        rx.cond(
+                            TaxAppState.show_dependent_form,
+                            rx.vstack(
+                                rx.hstack(
+                                    rx.input(placeholder="Name", value=TaxAppState.dependent_form_name, on_change=TaxAppState.set_dependent_name, flex="1"),
+                                    rx.input(placeholder="Relationship", value=TaxAppState.dependent_form_relationship, on_change=TaxAppState.set_dependent_relationship, width="120px"),
+                                    rx.input(placeholder="Age", value=TaxAppState.dependent_form_age, on_change=TaxAppState.set_dependent_age, type="number", width="80px"),
+                                    width="100%",
+                                ),
+                                rx.text("Under 17 = $2,000 Child Tax Credit | 17+ = $500 Other Dependent Credit", 
+                                        color=COLORS["text_muted"], font_size="12px"),
+                                rx.hstack(
+                                    rx.button("Cancel", variant="outline", on_click=TaxAppState.toggle_dependent_form),
+                                    rx.button("Add Dependent", on_click=TaxAppState.submit_dependent_form),
+                                    width="100%", justify="end",
+                                ),
+                                width="100%", spacing="2", padding="12px", 
+                                background="white", border_radius="8px", border=f"1px solid {COLORS['border']}",
+                            ),
+                        ),
+                        # Credits Summary
+                        rx.cond(
+                            TaxAppState.child_tax_credit > 0,
+                            rx.text(f"Child Tax Credit: ${TaxAppState.child_tax_credit:,.2f}", 
+                                    color=COLORS["success"], font_size="13px"),
+                        ),
+                        rx.cond(
+                            TaxAppState.other_dependent_credit > 0,
+                            rx.text(f"Other Dependent Credit: ${TaxAppState.other_dependent_credit:,.2f}", 
+                                    color=COLORS["success"], font_size="13px"),
+                        ),
+                        rx.text(f"Total Tax Credits: ${TaxAppState.total_credits:,.2f}", 
+                                color=COLORS["success"], font_size="13px", font_weight="600"),
+                        width="100%", spacing="2", padding="12px", 
+                        background=COLORS["bg_hover"], border_radius="8px",
+                    ),
+                    
                     spacing="4",
                     width="100%",
                 ),

aitax/cli.py

@@ -8,7 +8,7 @@ import shutil
 from pathlib import Path
 
 
-__version__ = "0.9.15"
+__version__ = "0.9.16"
 
 RXCONFIG_CONTENT = '''"""Reflex config for TaxForge."""
 import reflex as rx

aitax/state.py

@@ -136,11 +136,18 @@ class TaxAppState(rx.State):
     other_deduction_form_desc: str = ""
     other_deduction_form_amount: str = ""
     
+    # Dependent form
+    dependent_form_name: str = ""
+    dependent_form_relationship: str = ""
+    dependent_form_age: str = ""
+    child_care_form_amount: str = ""
+    
     # Form visibility
     show_rental_form: bool = False
     show_business_form: bool = False
     show_other_income_form: bool = False
     show_other_deduction_form: bool = False
+    show_dependent_form: bool = False
     
     # ===== Document State =====
     uploaded_files: List[str] = []
@@ -168,6 +175,12 @@ class TaxAppState(rx.State):
     other_income: List[Dict] = []  # {description, amount, tax_type}
     other_deductions: List[Dict] = []  # {description, amount, deduction_type}
     
+    # Dependents
+    dependents: List[Dict] = []  # {name, relationship, age, ssn_last4, is_child}
+    
+    # Child and Dependent Care
+    child_care_expenses: float = 0.0  # Expenses for dependent care while working
+    
     # ===== Calculated Values =====
     total_wages: float = 0.0
     total_interest: float = 0.0
@@ -186,6 +199,12 @@ class TaxAppState(rx.State):
     capital_gains_tax: float = 0.0  # Separate tax on capital gains
     additional_medicare_tax: float = 0.0  # 0.9% on wages > $250k (MFJ)
     niit: float = 0.0  # Net Investment Income Tax 3.8%
+    
+    # Tax Credits
+    child_tax_credit: float = 0.0  # $2,000 per child under 17
+    other_dependent_credit: float = 0.0  # $500 per other dependent
+    child_care_credit: float = 0.0  # Credit for child/dependent care
+    total_credits: float = 0.0
     taxable_income: float = 0.0
     total_tax: float = 0.0
     total_withholding: float = 0.0
@@ -555,6 +574,28 @@ class TaxAppState(rx.State):
             self.other_deductions.pop(index)
             self._recalculate()
     
+    # ===== Dependent Methods =====
+    def add_dependent(self, name: str, relationship: str, age: int, is_child: bool = True):
+        """Add a dependent (child or other)."""
+        self.dependents.append({
+            "name": name,
+            "relationship": relationship,
+            "age": age,
+            "is_child": is_child and age < 17,  # Child Tax Credit requires under 17
+        })
+        self._recalculate()
+    
+    def remove_dependent(self, index: int):
+        """Remove a dependent."""
+        if 0 <= index < len(self.dependents):
+            self.dependents.pop(index)
+            self._recalculate()
+    
+    def set_child_care_expenses(self, amount: float):
+        """Set child/dependent care expenses."""
+        self.child_care_expenses = amount
+        self._recalculate()
+    
     # ===== Form Toggle Methods =====
     def toggle_rental_form(self):
         self.show_rental_form = not self.show_rental_form
@@ -568,6 +609,9 @@ class TaxAppState(rx.State):
     def toggle_other_deduction_form(self):
         self.show_other_deduction_form = not self.show_other_deduction_form
     
+    def toggle_dependent_form(self):
+        self.show_dependent_form = not self.show_dependent_form
+    
     # ===== Form Input Setters =====
     def set_rental_address(self, val): self.rental_form_address = val
     def set_rental_income(self, val): self.rental_form_income = val
@@ -587,6 +631,11 @@ class TaxAppState(rx.State):
     def set_other_deduction_desc(self, val): self.other_deduction_form_desc = val
     def set_other_deduction_amount(self, val): self.other_deduction_form_amount = val
     
+    def set_dependent_name(self, val): self.dependent_form_name = val
+    def set_dependent_relationship(self, val): self.dependent_form_relationship = val
+    def set_dependent_age(self, val): self.dependent_form_age = val
+    def set_child_care_amount(self, val): self.child_care_form_amount = val
+    
     # ===== Form Submit Methods =====
     def submit_rental_form(self):
         """Submit rental property form."""
@@ -659,6 +708,34 @@ class TaxAppState(rx.State):
         except ValueError:
             self.error_message = "Invalid amount"
     
+    def submit_dependent_form(self):
+        """Submit dependent form."""
+        try:
+            age = int(self.dependent_form_age or 0)
+            self.add_dependent(
+                name=self.dependent_form_name or "Dependent",
+                relationship=self.dependent_form_relationship or "Child",
+                age=age,
+                is_child=(age < 17),
+            )
+            self.dependent_form_name = ""
+            self.dependent_form_relationship = ""
+            self.dependent_form_age = ""
+            self.show_dependent_form = False
+            self.success_message = "Dependent added!"
+        except ValueError:
+            self.error_message = "Invalid age"
+    
+    def submit_child_care_expenses(self):
+        """Submit child care expenses."""
+        try:
+            self.child_care_expenses = float(self.child_care_form_amount or 0)
+            self.child_care_form_amount = ""
+            self._recalculate()
+            self.success_message = "Child care expenses updated!"
+        except ValueError:
+            self.error_message = "Invalid amount"
+    
     def remove_file(self, filename: str):
         """Remove an uploaded file and its extracted data."""
         if filename in self.uploaded_files:
@@ -871,10 +948,51 @@ class TaxAppState(rx.State):
         niit_base = min(investment_income, max(0, self.adjusted_gross_income - niit_threshold))
         self.niit = niit_base * 0.038
         
-        # Total tax = ordinary + capital gains + additional medicare + NIIT + SE tax
-        self.total_tax = (ordinary_tax + self.capital_gains_tax + 
-                         self.additional_medicare_tax + self.niit + 
-                         self.self_employment_tax)
+        # Gross tax before credits
+        gross_tax = (ordinary_tax + self.capital_gains_tax + 
+                    self.additional_medicare_tax + self.niit + 
+                    self.self_employment_tax)
+        
+        # ===== TAX CREDITS =====
+        
+        # Child Tax Credit ($2,000 per qualifying child under 17)
+        # Phase out: MFJ $400k, others $200k
+        ctc_phaseout = 400000 if self.filing_status == "married_filing_jointly" else 200000
+        qualifying_children = sum(1 for d in self.dependents if d.get("is_child", False))
+        base_ctc = qualifying_children * 2000
+        
+        # Phase out: reduce by $50 for each $1,000 over threshold
+        if self.adjusted_gross_income > ctc_phaseout:
+            reduction = ((self.adjusted_gross_income - ctc_phaseout) // 1000) * 50
+            self.child_tax_credit = max(0, base_ctc - reduction)
+        else:
+            self.child_tax_credit = base_ctc
+        
+        # Credit for Other Dependents ($500 per dependent not qualifying for CTC)
+        other_dependents = sum(1 for d in self.dependents if not d.get("is_child", False))
+        self.other_dependent_credit = other_dependents * 500
+        
+        # Child and Dependent Care Credit (20-35% of expenses, max $3,000/1 or $6,000/2+)
+        if self.child_care_expenses > 0 and qualifying_children > 0:
+            max_expenses = 3000 if qualifying_children == 1 else 6000
+            eligible_expenses = min(self.child_care_expenses, max_expenses)
+            # Credit rate: 35% if AGI <= $15,000, phases down to 20% at $43,000+
+            if self.adjusted_gross_income <= 15000:
+                rate = 0.35
+            elif self.adjusted_gross_income >= 43000:
+                rate = 0.20
+            else:
+                rate = 0.35 - ((self.adjusted_gross_income - 15000) // 2000) * 0.01
+                rate = max(0.20, rate)
+            self.child_care_credit = eligible_expenses * rate
+        else:
+            self.child_care_credit = 0.0
+        
+        # Total credits (nonrefundable - can't exceed tax)
+        self.total_credits = self.child_tax_credit + self.other_dependent_credit + self.child_care_credit
+        
+        # Total tax after credits
+        self.total_tax = max(0, gross_tax - self.total_credits)
         
         # ===== REFUND OR AMOUNT OWED =====
         self.refund_or_owed = self.total_withholding - self.total_tax
@@ -919,6 +1037,8 @@ class TaxAppState(rx.State):
         self.business_income = []
         self.other_income = []
         self.other_deductions = []
+        self.dependents = []
+        self.child_care_expenses = 0.0
         self.form_1099_list = []
         self.total_wages = 0.0
         self.total_interest = 0.0

{taxforge-0.9.15.dist-info → taxforge-0.9.16.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: taxforge
-Version: 0.9.15
+Version: 0.9.16
 Summary: AI-powered tax preparation assistant
 Author: TaxForge Team
 License: MIT

taxforge-0.9.16.dist-info/RECORD

@@ -0,0 +1,11 @@
+aitax/__init__.py,sha256=l2Os-WDmdC962LQuemEbe_NvuUInlH7r3pkudOaV_cI,68
+aitax/aitax.py,sha256=3V3LdjT5q64eZoFgdsiTqWV9aZLgWD3NUtKzBPCfQ2w,63630
+aitax/cli.py,sha256=2HlOOXVh1rJixJbGhVGKOPtiLlLD_NzsAhrun5FLHyU,2651
+aitax/components.py,sha256=pi4wKOtNsw0ju1cN3ivY7UWF0Q32rshijeklFnxVt5U,21056
+aitax/document_extractor.py,sha256=l2bMajEwK382lH57eiHOn5E1ohgijezgldiBURiV4_s,10459
+aitax/state.py,sha256=Kra1XJnlaTn8QccpVW5MlDwFtiFzBeJ679UWzSZ2zWc,42086
+taxforge-0.9.16.dist-info/METADATA,sha256=JXe6pV9rHDxCyHjleg1XDiJKiaE8FZ7xMnww5Ropav8,4874
+taxforge-0.9.16.dist-info/WHEEL,sha256=wUyA8OaulRlbfwMtmQsvNngGrxQHAvkKcvRmdizlJi0,92
+taxforge-0.9.16.dist-info/entry_points.txt,sha256=2dG4U_m3yvQaVeD8LeEGm1v8szyNGQtXUZOvbwH75Gg,44
+taxforge-0.9.16.dist-info/top_level.txt,sha256=H7DuLZSRzSwHT5STc7uQa0oTOsKcNYUz2Pn4a4C5Q0Y,6
+taxforge-0.9.16.dist-info/RECORD,,

taxforge-0.9.15.dist-info/RECORD

@@ -1,11 +0,0 @@
-aitax/__init__.py,sha256=JncLlRPr8j0rLn9Z0IqBYPMdBa-gb059WY-BvS1oRyU,68
-aitax/aitax.py,sha256=e4DitXQwj61BtgVTaV-so8U00P6EKkec6LKVxbkFdHE,59433
-aitax/cli.py,sha256=bbkhzRJyrne-0p3aImWuQCUDbzOOBV-4aEg-cviVxIg,2651
-aitax/components.py,sha256=pi4wKOtNsw0ju1cN3ivY7UWF0Q32rshijeklFnxVt5U,21056
-aitax/document_extractor.py,sha256=l2bMajEwK382lH57eiHOn5E1ohgijezgldiBURiV4_s,10459
-aitax/state.py,sha256=Xj9NU237CT6eOHAT91NPDJeNOZESa9yqtc8Q7SfTerg,37016
-taxforge-0.9.15.dist-info/METADATA,sha256=AzyV0f1f_erkAHyllM3Wx_N_4WVYHO_qGh0_I2ENeek,4874
-taxforge-0.9.15.dist-info/WHEEL,sha256=wUyA8OaulRlbfwMtmQsvNngGrxQHAvkKcvRmdizlJi0,92
-taxforge-0.9.15.dist-info/entry_points.txt,sha256=2dG4U_m3yvQaVeD8LeEGm1v8szyNGQtXUZOvbwH75Gg,44
-taxforge-0.9.15.dist-info/top_level.txt,sha256=H7DuLZSRzSwHT5STc7uQa0oTOsKcNYUz2Pn4a4C5Q0Y,6
-taxforge-0.9.15.dist-info/RECORD,,