taxforge 0.9.16__tar.gz → 0.9.18__tar.gz

{taxforge-0.9.16 → taxforge-0.9.18}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: taxforge
-Version: 0.9.16
+Version: 0.9.18
 Summary: AI-powered tax preparation assistant
 Author: TaxForge Team
 License: MIT

{taxforge-0.9.16 → taxforge-0.9.18}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "taxforge"
-version = "0.9.16"
+version = "0.9.18"
 description = "AI-powered tax preparation assistant"
 readme = "README.md"
 license = {text = "MIT"}

{taxforge-0.9.16 → taxforge-0.9.18}/ui/aitax/aitax.py

@@ -488,13 +488,13 @@ def review_page() -> rx.Component:
                             rx.hstack(
                                 rx.button(
                                     "Select All Pending",
-                                    size="sm",
+                                    size="1",
                                     variant="outline",
                                     on_click=TaxAppState.select_all_pending,
                                 ),
                                 rx.button(
                                     "Clear",
-                                    size="sm",
+                                    size="1",
                                     variant="ghost",
                                     on_click=TaxAppState.clear_selection,
                                 ),
@@ -673,7 +673,7 @@ def review_page() -> rx.Component:
                             rx.text("🏠 Rental Properties (Schedule E)", 
                                     color=COLORS["text_primary"], font_weight="600"),
                             rx.spacer(),
-                            rx.button("+ Add", size="sm", on_click=TaxAppState.toggle_rental_form),
+                            rx.button("+ Add", size="1", on_click=TaxAppState.toggle_rental_form),
                         ),
                         rx.cond(
                             TaxAppState.rental_properties.length() > 0,
@@ -732,7 +732,7 @@ def review_page() -> rx.Component:
                             rx.text("💼 Business Income (Schedule C)", 
                                     color=COLORS["text_primary"], font_weight="600"),
                             rx.spacer(),
-                            rx.button("+ Add", size="sm", on_click=TaxAppState.toggle_business_form),
+                            rx.button("+ Add", size="1", on_click=TaxAppState.toggle_business_form),
                         ),
                         rx.cond(
                             TaxAppState.business_income.length() > 0,
@@ -784,7 +784,7 @@ def review_page() -> rx.Component:
                         rx.hstack(
                             rx.text("📋 Other Income", color=COLORS["text_primary"], font_weight="600"),
                             rx.spacer(),
-                            rx.button("+ Add", size="sm", on_click=TaxAppState.toggle_other_income_form),
+                            rx.button("+ Add", size="1", on_click=TaxAppState.toggle_other_income_form),
                         ),
                         rx.cond(
                             TaxAppState.other_income.length() > 0,
@@ -818,7 +818,7 @@ def review_page() -> rx.Component:
                         rx.hstack(
                             rx.text("📉 Other Deductions", color=COLORS["text_primary"], font_weight="600"),
                             rx.spacer(),
-                            rx.button("+ Add", size="sm", on_click=TaxAppState.toggle_other_deduction_form),
+                            rx.button("+ Add", size="1", on_click=TaxAppState.toggle_other_deduction_form),
                         ),
                         rx.cond(
                             TaxAppState.other_deductions.length() > 0,
@@ -852,7 +852,7 @@ def review_page() -> rx.Component:
                         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.button("+ Add", size="1", on_click=TaxAppState.toggle_dependent_form),
                         ),
                         rx.cond(
                             TaxAppState.dependents.length() > 0,

{taxforge-0.9.16 → taxforge-0.9.18}/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-0.9.16 → taxforge-0.9.18}/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
 
 
@@ -208,6 +215,7 @@ class TaxAppState(rx.State):
     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
     
@@ -435,6 +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()
@@ -456,14 +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):
@@ -783,6 +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(
@@ -1060,6 +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-0.9.16 → taxforge-0.9.18}/ui/taxforge.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: taxforge
-Version: 0.9.16
+Version: 0.9.18
 Summary: AI-powered tax preparation assistant
 Author: TaxForge Team
 License: MIT