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[FYST-1262] More Idaho Personas #5078

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Merged
jnf merged 4 commits into from
Dec 3, 2024
Merged

[FYST-1262] More Idaho Personas #5078

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49bdf09
idaho personas continued: Klien
jnf Dec 3, 2024
727042b
idaho persona estrada
jnf Dec 3, 2024
3702d5c
Merge branch 'main' into jnf/fyst-1262
jnf Dec 3, 2024
0f1f021
adds the federal submission id for the new idaho personas
jnf Dec 3, 2024
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4 changes: 3 additions & 1 deletion app/services/state_file/direct_file_api_response_sample_service.rb
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Expand Up @@ -28,7 +28,9 @@ def initialize
'az_Martha_MFJ_Owe' => '1016422024332t6d92qn',
'az_Rory_claimed_as_dep' => '1016422024334wutmbb9',
'id_Smith_Claimed_as_Dep' => '1016422024332a3erp1m',
'id_Grey_no_1099r' => '1016422024337kkb3get'
'id_Grey_no_1099r' => '1016422024337kkb3get',
'id_Klein_QSS' => '1016422024338u5svhsa',
'id_Estrada_donations' => '10164220243389yh9q72',
}
@old_xml_sample = "app/controllers/state_file/questions/df_return_sample.xml"
@old_json_sample = "app/controllers/state_file/questions/df_return_sample.json"
Expand Down
105 changes: 105 additions & 0 deletions spec/fixtures/state_file/fed_return_jsons/id/Estrada_donations.json
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@@ -0,0 +1,105 @@
{
"filers": [
{
"tin": "400-00-5957",
"suffix": null,
"lastName": "Estrada",
"firstName": "Miguel",
"dateOfBirth": "1980-08-20",
"middleInitial": null,
"isPrimaryFiler": true,
"ssnNotValidForEmployment": null
}
],
"interestReports": [
{
"payer": "Bank of Potatoes",
"has1099": true,
"payerTin": null,
"1099Amount": "550.00",
"taxWithheld": "0.00",
"no1099Amount": null,
"recipientTin": "400-00-5957",
"interestOnGovernmentBonds": "50.00",
"taxExemptAndTaxCreditBondCusipNo": null
}
],
"familyAndHousehold": [
{
"tin": "300-00-0010",
"suffix": null,
"lastName": "Estrada",
"firstName": "September",
"dateOfBirth": "2020-07-07",
"relationship": "childOfSibling",
"middleInitial": null,
"qualifyingChild": true,
"eligibleDependent": true,
"residencyDuration": "allYear",
"isClaimedDependent": true,
"hohQualifyingPerson": true,
"scheduleEicLine4aNo": false,
"scheduleEicLine4aYes": false,
"scheduleEicLine4bYes": false,
"monthsLivedWithTPInUS": "twelve",
"ssnNotValidForEmployment": false
},
{
"tin": "300-00-0011",
"suffix": null,
"lastName": "Estrada",
"firstName": "Aaron",
"dateOfBirth": "2015-08-08",
"relationship": "childOfSibling",
"middleInitial": null,
"qualifyingChild": true,
"eligibleDependent": true,
"residencyDuration": "allYear",
"isClaimedDependent": true,
"hohQualifyingPerson": true,
"scheduleEicLine4aNo": false,
"scheduleEicLine4aYes": false,
"scheduleEicLine4bYes": false,
"monthsLivedWithTPInUS": "twelve",
"ssnNotValidForEmployment": false
},
{
"tin": "300-00-0012",
"suffix": null,
"lastName": "Estrada",
"firstName": "Andrew",
"dateOfBirth": "2013-09-09",
"relationship": "adoptedChild",
"middleInitial": null,
"qualifyingChild": true,
"eligibleDependent": true,
"residencyDuration": "allYear",
"isClaimedDependent": true,
"hohQualifyingPerson": true,
"scheduleEicLine4aNo": false,
"scheduleEicLine4aYes": false,
"scheduleEicLine4bYes": false,
"monthsLivedWithTPInUS": "twelve",
"ssnNotValidForEmployment": false
},
{
"tin": "300-00-0013",
"suffix": null,
"lastName": "Estrada",
"firstName": "Anu",
"dateOfBirth": "1950-01-01",
"relationship": "parent",
"middleInitial": null,
"qualifyingChild": false,
"eligibleDependent": true,
"residencyDuration": "allYear",
"isClaimedDependent": true,
"hohQualifyingPerson": true,
"scheduleEicLine4aNo": true,
"scheduleEicLine4aYes": false,
"scheduleEicLine4bYes": false,
"monthsLivedWithTPInUS": null,
"ssnNotValidForEmployment": null
}
]
}
74 changes: 74 additions & 0 deletions spec/fixtures/state_file/fed_return_jsons/id/Klien_QSS.json
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{
"filers": [
{
"tin": "400-00-5953",
"suffix": null,
"lastName": "Klien",
"firstName": "David",
"dateOfBirth": "1980-12-17",
"middleInitial": null,
"isPrimaryFiler": true,
"ssnNotValidForEmployment": null
}
],
"interestReports": [],
"familyAndHousehold": [
{
"tin": "300-00-0003",
"suffix": null,
"lastName": "Gucci",
"firstName": "Georgia",
"dateOfBirth": "2007-12-30",
"relationship": "biologicalChild",
"middleInitial": null,
"qualifyingChild": true,
"eligibleDependent": true,
"residencyDuration": "allYear",
"isClaimedDependent": true,
"hohQualifyingPerson": false,
"scheduleEicLine4aNo": false,
"scheduleEicLine4aYes": false,
"scheduleEicLine4bYes": false,
"monthsLivedWithTPInUS": "twelve",
"ssnNotValidForEmployment": false
},
{
"tin": "300-00-0001",
"suffix": null,
"lastName": "Klien",
"firstName": "Calvin",
"dateOfBirth": "2007-06-01",
"relationship": "biologicalChild",
"middleInitial": null,
"qualifyingChild": true,
"eligibleDependent": true,
"residencyDuration": "allYear",
"isClaimedDependent": true,
"hohQualifyingPerson": true,
"scheduleEicLine4aNo": false,
"scheduleEicLine4aYes": false,
"scheduleEicLine4bYes": false,
"monthsLivedWithTPInUS": "twelve",
"ssnNotValidForEmployment": false
},
{
"tin": "300-00-0002",
"suffix": null,
"lastName": "Birkenstock",
"firstName": "Brandy",
"dateOfBirth": "2008-10-19",
"relationship": "childOfSibling",
"middleInitial": null,
"qualifyingChild": true,
"eligibleDependent": true,
"residencyDuration": "allYear",
"isClaimedDependent": true,
"hohQualifyingPerson": true,
"scheduleEicLine4aNo": false,
"scheduleEicLine4aYes": false,
"scheduleEicLine4bYes": false,
"monthsLivedWithTPInUS": "twelve",
"ssnNotValidForEmployment": false
}
]
}
168 changes: 168 additions & 0 deletions spec/fixtures/state_file/fed_return_xmls/id/Estrada_donations.xml
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<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:efile="http://www.irs.gov/efile" returnVersion="2024v4.0">
<ReturnHeader binaryAttachmentCnt="0">
<TaxYr>2024</TaxYr>
<TaxPeriodBeginDt>2024-01-01</TaxPeriodBeginDt>
<TaxPeriodEndDt>2024-12-31</TaxPeriodEndDt>
<SoftwareVersionNum>676c5f98</SoftwareVersionNum>
<ReturnTypeCd>1040</ReturnTypeCd>
<Filer>
<PrimarySSN>400005957</PrimarySSN>
<NameLine1Txt>MIGUEL&lt;ESTRADA</NameLine1Txt>
<PrimaryNameControlTxt>ESTR</PrimaryNameControlTxt>
<USAddress>
<AddressLine1Txt>1832 South Pole Ln</AddressLine1Txt>
<CityNm>Meridian</CityNm>
<StateAbbreviationCd>ID</StateAbbreviationCd>
<ZIPCd>83616</ZIPCd>
</USAddress>
<PhoneNum>2085555555</PhoneNum>
</Filer>
<AdditionalFilerInformation>
<AtSubmissionFilingGrp>
<EmailAddressTxt>[email protected]</EmailAddressTxt>
</AtSubmissionFilingGrp>
</AdditionalFilerInformation>
</ReturnHeader>
<ReturnData documentCnt="4">
<IRS1040 documentId="IRS10400001">
<IndividualReturnFilingStatusCd>4</IndividualReturnFilingStatusCd>
<VirtualCurAcquiredDurTYInd>false</VirtualCurAcquiredDurTYInd>
<TotalExemptPrimaryAndSpouseCnt>1</TotalExemptPrimaryAndSpouseCnt>
<DependentDetail>
<DependentFirstNm>September</DependentFirstNm>
<DependentLastNm>Estrada</DependentLastNm>
<DependentNameControlTxt>ESTR</DependentNameControlTxt>
<DependentSSN>300000010</DependentSSN>
<DependentRelationshipCd>NEPHEW</DependentRelationshipCd>
<EligibleForChildTaxCreditInd>X</EligibleForChildTaxCreditInd>
</DependentDetail>
<DependentDetail>
<DependentFirstNm>Aaron</DependentFirstNm>
<DependentLastNm>Estrada</DependentLastNm>
<DependentNameControlTxt>ESTR</DependentNameControlTxt>
<DependentSSN>300000011</DependentSSN>
<DependentRelationshipCd>NEPHEW</DependentRelationshipCd>
<EligibleForChildTaxCreditInd>X</EligibleForChildTaxCreditInd>
</DependentDetail>
<DependentDetail>
<DependentFirstNm>Andrew</DependentFirstNm>
<DependentLastNm>Estrada</DependentLastNm>
<DependentNameControlTxt>ESTR</DependentNameControlTxt>
<DependentSSN>300000012</DependentSSN>
<DependentRelationshipCd>DAUGHTER</DependentRelationshipCd>
<EligibleForChildTaxCreditInd>X</EligibleForChildTaxCreditInd>
</DependentDetail>
<DependentDetail>
<DependentFirstNm>Anu</DependentFirstNm>
<DependentLastNm>Estrada</DependentLastNm>
<DependentNameControlTxt>ESTR</DependentNameControlTxt>
<DependentSSN>300000013</DependentSSN>
<DependentRelationshipCd>PARENT</DependentRelationshipCd>
<EligibleForODCInd>X</EligibleForODCInd>
</DependentDetail>
<ChldWhoLivedWithYouCnt>1</ChldWhoLivedWithYouCnt>
<OtherDependentsListedCnt>3</OtherDependentsListedCnt>
<TotalExemptionsCnt>5</TotalExemptionsCnt>
<WagesAmt referenceDocumentId="W20001" referenceDocumentName="IRSW2">55000</WagesAmt>
<WagesSalariesAndTipsAmt>55000</WagesSalariesAndTipsAmt>
<TaxableInterestAmt>600</TaxableInterestAmt>
<TotalAdditionalIncomeAmt>5000</TotalAdditionalIncomeAmt>
<TotalIncomeAmt>60600</TotalIncomeAmt>
<AdjustedGrossIncomeAmt>60600</AdjustedGrossIncomeAmt>
<TotalItemizedOrStandardDedAmt>21900</TotalItemizedOrStandardDedAmt>
<TotalDeductionsAmt>21900</TotalDeductionsAmt>
<TaxableIncomeAmt>38700</TaxableIncomeAmt>
<TaxAmt>4316</TaxAmt>
<TotalTaxBeforeCrAndOthTaxesAmt>4316</TotalTaxBeforeCrAndOthTaxesAmt>
<CTCODCAmt>4316</CTCODCAmt>
<TotalCreditsAmt>4316</TotalCreditsAmt>
<TaxLessCreditsAmt>0</TaxLessCreditsAmt>
<TotalTaxAmt>0</TotalTaxAmt>
<FormW2WithheldTaxAmt>4300</FormW2WithheldTaxAmt>
<WithholdingTaxAmt>4300</WithholdingTaxAmt>
<AdditionalChildTaxCreditAmt referenceDocumentId="IRS8812001" referenceDocumentName="IRS1040Schedule8812">2184</AdditionalChildTaxCreditAmt>
<RefundableCreditsAmt>2184</RefundableCreditsAmt>
<TotalPaymentsAmt>6484</TotalPaymentsAmt>
<OverpaidAmt>6484</OverpaidAmt>
<RefundAmt>6484</RefundAmt>
<OwedAmt>0</OwedAmt>
<ThirdPartyDesigneeInd>false</ThirdPartyDesigneeInd>
<PrimaryOccupationTxt>Program Manager</PrimaryOccupationTxt>
<RefundProductCd>NO FINANCIAL PRODUCT</RefundProductCd>
</IRS1040>
<IRS1040Schedule1 documentId="IRS1040S1001">
<UnemploymentCompAmt>5000</UnemploymentCompAmt>
<TotalAdditionalIncomeAmt>5000</TotalAdditionalIncomeAmt>
</IRS1040Schedule1>
<IRS1040Schedule8812 documentId="IRS8812001" documentName="IRS1040Schedule8812">
<AdjustedGrossIncomeAmt>60600</AdjustedGrossIncomeAmt>
<ModifiedAGIAmt>60600</ModifiedAGIAmt>
<QlfyChildUnderAgeSSNCnt>3</QlfyChildUnderAgeSSNCnt>
<QlfyChildUnderAgeSSNLimtAmt>6000</QlfyChildUnderAgeSSNLimtAmt>
<OtherDependentCnt>1</OtherDependentCnt>
<OtherDependentCreditAmt>500</OtherDependentCreditAmt>
<InitialCTCODCAmt>6500</InitialCTCODCAmt>
<FilingStatusThresholdCd>200000</FilingStatusThresholdCd>
<ExcessAdjGrossIncomeAmt>0</ExcessAdjGrossIncomeAmt>
<ModifiedAGIPhaseOutAmt>0</ModifiedAGIPhaseOutAmt>
<CTCODCOverAGILimitInd>true</CTCODCOverAGILimitInd>
<CTCODCAfterAGILimitAmt>6500</CTCODCAfterAGILimitAmt>
<ACTCTaxLiabiltyLimitAmt>4316</ACTCTaxLiabiltyLimitAmt>
<CTCODCAmt>4316</CTCODCAmt>
<ClaimACTCAllFilersGrp>
<ACTCBeforeLimitAmt>2184</ACTCBeforeLimitAmt>
<QlfyChildUnderAgeSSNCnt>3</QlfyChildUnderAgeSSNCnt>
<QlfyChildUnderAgeSSNLimtAmt>5100</QlfyChildUnderAgeSSNLimtAmt>
<ACTCAfterLimitAmt>2184</ACTCAfterLimitAmt>
<TotalEarnedIncomeAmt>55000</TotalEarnedIncomeAmt>
<EarnedIncmMoreThanSpecifiedInd>true</EarnedIncmMoreThanSpecifiedInd>
<NetTotalEarnedIncomeAmt>52500</NetTotalEarnedIncomeAmt>
<NetEarnedIncomeCalculatedAmt>7875</NetEarnedIncomeCalculatedAmt>
<ThreeOrMoreQlfyChildrenInd>true</ThreeOrMoreQlfyChildrenInd>
<FromW2Amt>4208</FromW2Amt>
<CalcFromW2AndReturnAmt>4208</CalcFromW2AndReturnAmt>
<CalculatedDifferenceAmt>4208</CalculatedDifferenceAmt>
<LargerCalcIncomeOrDiffAmt>7875</LargerCalcIncomeOrDiffAmt>
</ClaimACTCAllFilersGrp>
<AdditionalChildTaxCreditAmt>2184</AdditionalChildTaxCreditAmt>
</IRS1040Schedule8812>
<IRSW2 documentId="W20001" documentName="IRSW2">
<EmployeeSSN>400005957</EmployeeSSN>
<EmployerEIN>568912345</EmployerEIN>
<EmployerNameControlTxt>AMER</EmployerNameControlTxt>
<EmployerName>
<BusinessNameLine1Txt>America for Code</BusinessNameLine1Txt>
</EmployerName>
<EmployerUSAddress>
<AddressLine1Txt>300 Fake Drive</AddressLine1Txt>
<CityNm>Boise</CityNm>
<StateAbbreviationCd>ID</StateAbbreviationCd>
<ZIPCd>83638</ZIPCd>
</EmployerUSAddress>
<EmployeeNm>Miguel Estrada</EmployeeNm>
<EmployeeUSAddress>
<AddressLine1Txt>1832 South Pole Ln</AddressLine1Txt>
<CityNm>Meridian</CityNm>
<StateAbbreviationCd>ID</StateAbbreviationCd>
<ZIPCd>83616</ZIPCd>
</EmployeeUSAddress>
<WagesAmt>55000</WagesAmt>
<WithholdingAmt>4300</WithholdingAmt>
<SocialSecurityWagesAmt>55000</SocialSecurityWagesAmt>
<SocialSecurityTaxAmt>3410</SocialSecurityTaxAmt>
<MedicareWagesAndTipsAmt>55000</MedicareWagesAndTipsAmt>
<MedicareTaxWithheldAmt>798</MedicareTaxWithheldAmt>
<W2StateLocalTaxGrp>
<W2StateTaxGrp>
<StateAbbreviationCd>ID</StateAbbreviationCd>
<EmployerStateIdNum>12345</EmployerStateIdNum>
<StateWagesAmt>55000</StateWagesAmt>
<StateIncomeTaxAmt>3850</StateIncomeTaxAmt>
<W2LocalTaxGrp/>
</W2StateTaxGrp>
</W2StateLocalTaxGrp>
<StandardOrNonStandardCd>S</StandardOrNonStandardCd>
</IRSW2>
</ReturnData>
</Return>
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