taxforge 0.9.15__tar.gz → 0.9.17__tar.gz

{taxforge-0.9.15 → taxforge-0.9.17}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: taxforge
-Version: 0.9.15
+Version: 0.9.17
 Summary: AI-powered tax preparation assistant
 Author: TaxForge Team
 License: MIT

{taxforge-0.9.15 → taxforge-0.9.17}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "taxforge"
-version = "0.9.15"
+version = "0.9.17"
 description = "AI-powered tax preparation assistant"
 readme = "README.md"
 license = {text = "MIT"}

{taxforge-0.9.15 → taxforge-0.9.17}/ui/aitax/__init__.py

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

{taxforge-0.9.15 → taxforge-0.9.17}/ui/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%",
                 ),

{taxforge-0.9.15 → taxforge-0.9.17}/ui/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

{taxforge-0.9.15 → taxforge-0.9.17}/ui/aitax/document_extractor.py

@@ -65,9 +65,29 @@ For 1099-SA (HSA distributions), extract:
 - distribution: Box 1 - Gross distribution
 - earnings: Box 2 - Earnings on excess contributions
 
+For 1099-NEC (Nonemployee Compensation), extract:
+- payer_name: Company/person who paid you
+- payer_ein: Payer's TIN (if shown)
+- nonemployee_compensation: Box 1 - Nonemployee compensation (this is self-employment income)
+- federal_withheld: Box 4 - Federal income tax withheld (if any)
+- state_tax_withheld: Box 5 - State tax withheld (if any)
+
+For 1099-MISC (Miscellaneous Income), extract:
+- payer_name: Company/person who paid you
+- rents: Box 1 - Rents received
+- royalties: Box 2 - Royalties
+- other_income: Box 3 - Other income
+- fishing_boat_proceeds: Box 5 - Fishing boat proceeds
+- medical_payments: Box 6 - Medical and health care payments
+- nonemployee_compensation: Box 7 - Nonemployee compensation (pre-2020 forms, now on 1099-NEC)
+- substitute_payments: Box 8 - Substitute payments in lieu of dividends
+- crop_insurance: Box 9 - Crop insurance proceeds
+- attorney_fees: Box 10 - Gross proceeds paid to an attorney
+- federal_withheld: Box 4 - Federal income tax withheld
+
 Respond ONLY with a valid JSON object containing:
 {
-  "document_type": "W-2" | "1099-INT" | "1099-DIV" | "1099-B" | "1098" | "5498-SA" | "1099-SA" | "OTHER",
+  "document_type": "W-2" | "1099-INT" | "1099-DIV" | "1099-B" | "1098" | "5498-SA" | "1099-SA" | "1099-NEC" | "1099-MISC" | "OTHER",
   "confidence": 0.0-1.0,
   "extracted_data": {
     // relevant fields based on document type
@@ -296,3 +316,78 @@ def convert_to_1099(extracted_data: dict, form_type: str) -> dict:
         "amount": amount,
         "form_type": form_type,
     }
+
+
+def convert_to_business_income(extracted_data: dict, source_type: str) -> dict:
+    """
+    Convert 1099-NEC or 1099-MISC to Schedule C business income.
+    
+    1099-NEC Box 1 = Self-employment income (goes to Schedule C)
+    1099-MISC Box 7 (pre-2020) = Same as 1099-NEC
+    """
+    gross_income = 0.0
+    payer_name = extracted_data.get("payer_name", "Unknown Client")
+    
+    if source_type == "1099-NEC":
+        gross_income = float(extracted_data.get("nonemployee_compensation", 0))
+    elif source_type == "1099-MISC":
+        # Box 7 was nonemployee comp before 2020, now rarely used
+        gross_income = float(extracted_data.get("nonemployee_compensation", 0))
+    
+    return {
+        "name": f"Self-Employment ({payer_name})",
+        "gross_income": gross_income,
+        "expenses": 0.0,  # User can edit to add expenses
+        "net_profit": gross_income,
+        "source_form": source_type,
+        "payer_name": payer_name,
+        "federal_withheld": float(extracted_data.get("federal_withheld", 0)),
+    }
+
+
+def convert_1099_misc_to_other_income(extracted_data: dict) -> list:
+    """
+    Convert 1099-MISC non-self-employment boxes to other income entries.
+    
+    Returns a list of income entries for: rents, royalties, other income, etc.
+    """
+    entries = []
+    payer = extracted_data.get("payer_name", "Unknown Payer")
+    
+    # Box 1 - Rents (goes to Schedule E if rental property, otherwise other income)
+    rents = float(extracted_data.get("rents", 0))
+    if rents > 0:
+        entries.append({
+            "description": f"Rental Income - {payer} (1099-MISC Box 1)",
+            "amount": rents,
+            "category": "rental",
+        })
+    
+    # Box 2 - Royalties (goes to Schedule E)
+    royalties = float(extracted_data.get("royalties", 0))
+    if royalties > 0:
+        entries.append({
+            "description": f"Royalties - {payer} (1099-MISC Box 2)",
+            "amount": royalties,
+            "category": "royalty",
+        })
+    
+    # Box 3 - Other income (taxable, goes to Schedule 1 Line 8)
+    other = float(extracted_data.get("other_income", 0))
+    if other > 0:
+        entries.append({
+            "description": f"Other Income - {payer} (1099-MISC Box 3)",
+            "amount": other,
+            "category": "other",
+        })
+    
+    # Box 10 - Attorney fees (gross proceeds)
+    attorney = float(extracted_data.get("attorney_fees", 0))
+    if attorney > 0:
+        entries.append({
+            "description": f"Attorney Fees - {payer} (1099-MISC Box 10)",
+            "amount": attorney,
+            "category": "other",
+        })
+    
+    return entries

{taxforge-0.9.15 → taxforge-0.9.17}/ui/aitax/state.py

@@ -7,7 +7,14 @@ from pathlib import Path
 from typing import List, Dict
 from enum import Enum
 
-from .document_extractor import extract_with_retry, convert_to_w2, convert_to_1099, REQUEST_DELAY_SECONDS
+from .document_extractor import (
+    extract_with_retry, 
+    convert_to_w2, 
+    convert_to_1099, 
+    convert_to_business_income,
+    convert_1099_misc_to_other_income,
+    REQUEST_DELAY_SECONDS
+)
 import asyncio
 
 
@@ -136,11 +143,18 @@ 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 +182,12 @@ 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
@@ -186,9 +206,16 @@ 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
+    other_withholding: float = 0.0  # From 1099-NEC/MISC Box 4 (goes to Line 25c)
     refund_or_owed: float = 0.0
     is_refund: bool = True
     
@@ -416,6 +443,62 @@ class TaxAppState(rx.State):
                         "source_file": filename,
                     })
                     parsed_count += 1
+                
+                elif ai_doc_type == "1099-NEC":
+                    # Nonemployee compensation → Schedule C (self-employment)
+                    business_data = convert_to_business_income(extracted, "1099-NEC")
+                    business_data["source_file"] = filename
+                    self.business_income.append(business_data)
+                    
+                    # Track any withholding
+                    withheld = float(extracted.get("federal_withheld", 0))
+                    if withheld > 0:
+                        # Add to a special 1099 withholding tracker (goes to Line 25c)
+                        if not hasattr(self, 'other_withholding'):
+                            self.other_withholding = 0.0
+                        self.other_withholding += withheld
+                    parsed_count += 1
+                
+                elif ai_doc_type == "1099-MISC":
+                    # Check if it has nonemployee comp (Box 7, pre-2020)
+                    nec_amount = float(extracted.get("nonemployee_compensation", 0))
+                    if nec_amount > 0:
+                        # Treat like 1099-NEC
+                        business_data = convert_to_business_income(extracted, "1099-MISC")
+                        business_data["source_file"] = filename
+                        self.business_income.append(business_data)
+                    
+                    # Handle other 1099-MISC income (rents, royalties, other)
+                    other_entries = convert_1099_misc_to_other_income(extracted)
+                    for entry in other_entries:
+                        entry["source_file"] = filename
+                        if entry.get("category") == "rental":
+                            # Add as simple rental (user can expand)
+                            self.rental_properties.append({
+                                "address": entry["description"],
+                                "rent_income": entry["amount"],
+                                "mortgage_interest": 0,
+                                "property_tax": 0,
+                                "insurance": 0,
+                                "repairs": 0,
+                                "management": 0,
+                                "utilities": 0,
+                                "depreciation": 0,
+                                "other_expenses": 0,
+                                "total_expenses": 0,
+                                "net_income": entry["amount"],
+                                "source_file": filename,
+                            })
+                        else:
+                            # Other income
+                            self.other_income.append({
+                                "description": entry["description"],
+                                "amount": entry["amount"],
+                                "source_file": filename,
+                            })
+                    
+                    if nec_amount > 0 or other_entries:
+                        parsed_count += 1
             
             # Recalculate totals
             self._recalculate()
@@ -437,14 +520,22 @@ class TaxAppState(rx.State):
         lower = filename.lower()
         if "w2" in lower or "w-2" in lower:
             return "W-2"
-        elif "1099-int" in lower:
+        elif "1099-nec" in lower or "1099nec" in lower:
+            return "1099-NEC"
+        elif "1099-misc" in lower or "1099misc" in lower:
+            return "1099-MISC"
+        elif "1099-int" in lower or "1099int" in lower:
             return "1099-INT"
-        elif "1099-div" in lower:
+        elif "1099-div" in lower or "1099div" in lower:
             return "1099-DIV"
+        elif "1099-b" in lower or "1099b" in lower:
+            return "1099-B"
         elif "1099" in lower:
             return "1099"
         elif "1098" in lower:
             return "1098"
+        elif "5498" in lower:
+            return "5498-SA"
         return "Unknown"
     
     def add_w2(self, employer: str, wages: float, withheld: float):
@@ -555,6 +646,28 @@ 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 +681,9 @@ 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 +703,11 @@ 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 +780,34 @@ 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:
@@ -706,6 +855,7 @@ class TaxAppState(rx.State):
         # Withholding from all sources
         self.total_withholding = sum(w.get("federal_withheld", 0) for w in self.w2_list)
         self.total_withholding += sum(f.get("federal_withheld", 0) for f in self.form_1099_list)
+        self.total_withholding += self.other_withholding  # From 1099-NEC/MISC
         
         # Line 2b: Taxable interest (1099-INT)
         self.total_interest = sum(
@@ -871,10 +1021,51 @@ 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 +1110,8 @@ 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
@@ -940,6 +1133,7 @@ class TaxAppState(rx.State):
         self.niit = 0.0
         self.total_tax = 0.0
         self.total_withholding = 0.0
+        self.other_withholding = 0.0
         self.refund_or_owed = 0.0
         self.is_refund = True
         self.return_status = "not_started"

{taxforge-0.9.15 → taxforge-0.9.17}/ui/taxforge.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: taxforge
-Version: 0.9.15
+Version: 0.9.17
 Summary: AI-powered tax preparation assistant
 Author: TaxForge Team
 License: MIT