FYST-1041 ID form 40 add some lines

app/lib/efile/id/id40_calculator.rb

@@ -23,6 +23,8 @@ def calculate
         set_line(:ID40_LINE_9, :calculate_line_9)
         set_line(:ID40_LINE_10, :calculate_line_10)
         set_line(:ID40_LINE_11, :calculate_line_11)
+        set_line(:ID40_LINE_19, :calculate_line_19)
+        set_line(:ID40_LINE_20, :calculate_line_20)
         set_line(:ID40_LINE_23, :calculate_line_23)
         set_line(:ID40_LINE_29, :calculate_line_29)
         set_line(:ID40_LINE_32A, :calculate_line_32a)
@@ -85,6 +87,24 @@ def calculate_line_11
         [line_or_zero(:ID40_LINE_9) - line_or_zero(:ID40_LINE_10), 0].max
       end
 
+      # Subtract the larger of L15 or L16 from L11 but L15 is always 0
+      # L16 is pulled from df data
+      def calculate_line_19
+        [line_or_zero(:ID40_LINE_11) - @direct_file_data.total_itemized_or_standard_deduction_amount, 0].max
+      end
+
+      WKSHT_LINE_2_AMTS = {
+        single: 4673,
+        married_filing_separately: 4673,
+        married_filing_jointly: 9346,
+        head_of_household: 9346,
+        qualifying_widow: 9346,
+      }.freeze
+      def calculate_line_20
+        worksheet_line_2_amount = WKSHT_LINE_2_AMTS[@filing_status]
+        [((worksheet_line_2_amount - line_or_zero(:ID40_LINE_19)) * 5.695).round(2), 0].max
+      end
+
       def calculate_line_23
         line_or_zero(:ID39R_D_LINE_4)
       end
@@ -109,7 +129,7 @@ def calculate_line_32b
       end
 
       def calculate_grocery_credit
-        return 0 if @intake.direct_file_data.claimed_as_dependent?
+        return 0 if @direct_file_data.claimed_as_dependent?
 
         credit = 0
 

app/lib/efile/line_data.yml

@@ -200,6 +200,10 @@ ID40_LINE_10:
   label: 'Subtractions from Form 39R, Part B, line 24'
 ID40_LINE_11:
   label: 'Total Adjusted Income. Subtract line 10 from line 9'
+ID40_LINE_19:
+  label: 'Taxable state income'
+ID40_LINE_20:
+  label: 'State income tax'
 ID40_LINE_23:
   label: 'Total credits from Form 39R, Part D, line 4. Include Form 39R'
 ID40_LINE_29:

app/lib/pdf_filler/id40_pdf.rb

@@ -43,6 +43,17 @@ def hash_for_pdf
         'IncomeL9' => @xml_document.at('Form40 FederalAGI')&.text,
         'IncomeL10' => @xml_document.at('Form39R TotalSubtractions')&.text,
         'IncomeL11' => @xml_document.at('Form40 StateTotalAdjustedIncome')&.text,
+        'L12aYourself ' => @xml_document.at('PrimeOver65')&.text == "1" ? "Yes" : "Off",
+        'L12aSpouse' => @xml_document.at('SpouseOver65')&.text == "1" ? "Yes" : "Off",
+        'L12bYourself' => @xml_document.at('PrimeBlind')&.text == "1" ? "Yes" : "Off",
+        'L12bSpouse' => @xml_document.at('SpouseBlind')&.text == "1" ? "Yes" : "Off",
+        'L12cDependent' => @xml_document.at('ClaimedAsDependent')&.text == "1" ? "Yes" : "Off",
+        'TxCompL15' => 0,
+        'TxCompL16' => @xml_document.at('StandardDeduction')&.text,
+        'TxCompL17' => @xml_document.at('TaxableIncomeState')&.text,
+        'TxCompL19' => @xml_document.at('TaxableIncomeState')&.text,
+        'TxCompL20' => round_amount_to_nearest_integer(@xml_document.at('StateIncomeTax')&.text),
+        'L21' => round_amount_to_nearest_integer(@xml_document.at('StateIncomeTax')&.text),
         'CreditsL23' => @xml_document.at('Form39R TotalSupplementalCredits')&.text,
         'OtherTaxesL29' => @xml_document.at('StateUseTax')&.text,
         'OtherTaxesL32Check' => @xml_document.at('PublicAssistanceIndicator')&.text == "true" ? 'Yes' : 'Off',
@@ -71,5 +82,9 @@ def formatted_date(date_str, format)
 
       Date.parse(date_str)&.strftime(format)
     end
+
+    def round_amount_to_nearest_integer(str_value)
+      str_value.to_f.round
+    end
   end
 end

app/lib/submission_builder/ty2024/states/id/documents/id40.rb

@@ -33,6 +33,28 @@ def document
                 end
                 xml.FederalAGI calculated_fields.fetch(:ID40_LINE_7)
                 xml.StateTotalAdjustedIncome calculated_fields.fetch(:ID40_LINE_11)
+
+                if @direct_file_data.primary_over_65 == "X"
+                  xml.PrimeOver65 1
+                end
+                if @intake.filing_status_mfj? && @direct_file_data.spouse_over_65 == "X"
+                  xml.SpouseOver65 1
+                end
+
+                if @direct_file_data.primary_blind == "X"
+                  xml.PrimeBlind 1
+                end
+                if @intake.filing_status_mfj? && @direct_file_data.spouse_blind == "X"
+                  xml.SpouseBlind 1
+                end
+                if @direct_file_data.primary_claim_as_dependent == "X"
+                  xml.ClaimedAsDependent 1
+                end
+
+                xml.StandardDeduction @direct_file_data.total_itemized_or_standard_deduction_amount
+                xml.TaxableIncomeState calculated_fields.fetch(:ID40_LINE_19)
+                xml.StateIncomeTax calculated_fields.fetch(:ID40_LINE_20)
+
                 xml.StateUseTax calculated_fields.fetch(:ID40_LINE_29)
                 xml.PermanentBuildingFund calculated_fields.fetch(:ID40_LINE_32A)
                 xml.PublicAssistanceIndicator calculated_fields.fetch(:ID40_LINE_32B)

app/models/direct_file_data.rb

@@ -66,6 +66,8 @@ class DirectFileData < DfXmlAccessor
     spouse_date_of_death: 'IRS1040 SpouseDeathDt',
     spouse_name: 'IRS1040 SpouseNm',
     non_resident_alien: 'IRS1040 NRALiteralCd',
+    primary_over_65: 'IRS1040 Primary65OrOlderInd',
+    spouse_over_65: 'IRS1040 Spouse65OrOlderInd',
     primary_blind: 'IRS1040 PrimaryBlindInd',
     spouse_blind: 'IRS1040 SpouseBlindInd',
     qualifying_children_under_age_ssn_count: 'IRS1040Schedule8812 QlfyChildUnderAgeSSNCnt',
@@ -121,6 +123,14 @@ def phone_number=(value)
     write_df_xml_value(__method__, value)
   end
 
+  def cell_phone_number=(value)
+    write_df_xml_value(__method__, value)
+  end
+
+  def tax_payer_email=(value)
+    write_df_xml_value(__method__, value)
+  end
+
   def spouse_ssn=(value)
     create_or_destroy_df_xml_node(__method__, value, after = "PrimarySSN")
 
@@ -211,6 +221,10 @@ def fed_agi=(value)
     write_df_xml_value(__method__, value)
   end
 
+  def total_itemized_or_standard_deduction_amount=(value)
+    write_df_xml_value(__method__, value)
+  end
+
   def fed_wages
     df_xml_value(__method__)&.to_i || 0
   end
@@ -532,14 +546,22 @@ def fed_w2_state=(value)
     write_df_xml_value(__method__, value)
   end
 
-  def set_primary_blind
-    create_or_destroy_df_xml_node(:primary_blind, true, 'VirtualCurAcquiredDurTYInd')
-    write_df_xml_value(:primary_blind, 'X')
+  def primary_over_65=(value)
+    write_df_xml_value(__method__, value)
+  end
+
+  def spouse_over_65=(value)
+    write_df_xml_value(__method__, value)
+  end
+
+  def primary_blind=(value)
+    create_or_destroy_df_xml_node(__method__, true, 'VirtualCurAcquiredDurTYInd')
+    write_df_xml_value(__method__, value)
   end
 
-  def set_spouse_blind
-    create_or_destroy_df_xml_node(:spouse_blind, true, 'VirtualCurAcquiredDurTYInd')
-    write_df_xml_value(:spouse_blind, 'X')
+  def spouse_blind=(value)
+    create_or_destroy_df_xml_node(__method__, true, 'VirtualCurAcquiredDurTYInd')
+    write_df_xml_value(__method__, value)
   end
 
   def is_primary_blind?

spec/factories/state_file_id_intakes.rb

@@ -168,13 +168,13 @@
 
     trait :primary_blind do
       after(:build) do |intake|
-        intake.direct_file_data.set_primary_blind
+        intake.direct_file_data.primary_blind = "X"
       end
     end
 
     trait :spouse_blind do
       after(:build) do |intake|
-        intake.direct_file_data.set_spouse_blind
+        intake.direct_file_data.spouse_blind = "X"
       end
     end
 

spec/factories/state_file_nj_intakes.rb

@@ -235,13 +235,13 @@
 
     trait :primary_blind do
       after(:build) do |intake|
-        intake.direct_file_data.set_primary_blind
+        intake.direct_file_data.primary_blind = "X"
       end
     end
 
     trait :spouse_blind do
       after(:build) do |intake|
-        intake.direct_file_data.set_spouse_blind
+        intake.direct_file_data.spouse_blind = "X"
       end
     end
 

spec/fixtures/state_file/fed_return_xmls/2023/az/df_complete_sample.xml

@@ -33,6 +33,10 @@
       <SpouseNm>Allen</SpouseNm>
       <SpouseDeathDt>2024-07-06</SpouseDeathDt>
       <VirtualCurAcquiredDurTYInd>false</VirtualCurAcquiredDurTYInd>
+      <Primary65OrOlderInd>X</Primary65OrOlderInd>
+      <PrimaryBlindInd>X</PrimaryBlindInd>
+      <Spouse65OrOlderInd>X</Spouse65OrOlderInd>
+      <SpouseBlindInd>X</SpouseBlindInd>
       <TotalExemptPrimaryAndSpouseCnt>1</TotalExemptPrimaryAndSpouseCnt>
       <DependentDetail>
         <DependentFirstNm>Axel</DependentFirstNm>

spec/fixtures/state_file/fed_return_xmls/2023/id/lana_single.xml

@@ -28,6 +28,8 @@
     <IRS1040 documentId="IRS10400001">
       <IndividualReturnFilingStatusCd>1</IndividualReturnFilingStatusCd>
       <VirtualCurAcquiredDurTYInd>false</VirtualCurAcquiredDurTYInd>
+      <Primary65OrOlderInd>X</Primary65OrOlderInd>
+      <PrimaryBlindInd>X</PrimaryBlindInd>
       <TotalExemptPrimaryAndSpouseCnt>1</TotalExemptPrimaryAndSpouseCnt>
       <ChldWhoLivedWithYouCnt>0</ChldWhoLivedWithYouCnt>
       <OtherDependentsListedCnt>0</OtherDependentsListedCnt>

spec/fixtures/state_file/fed_return_xmls/2023/id/paul_mfj.xml

@@ -32,6 +32,8 @@
       <IndividualReturnFilingStatusCd>2</IndividualReturnFilingStatusCd>
       <SpouseNm>Sydney Revere</SpouseNm>
       <VirtualCurAcquiredDurTYInd>false</VirtualCurAcquiredDurTYInd>
+      <Spouse65OrOlderInd>X</Spouse65OrOlderInd>
+      <SpouseBlindInd>X</SpouseBlindInd>
       <SpouseClaimAsDependentInd>X</SpouseClaimAsDependentInd>
       <SpouseBlindInd>X</SpouseBlindInd>
       <TotalBoxesCheckedCnt>1</TotalBoxesCheckedCnt>

spec/lib/efile/id/id40_calculator_spec.rb

@@ -105,6 +105,59 @@
     end
   end
 
+  describe "Line 19: Idaho taxable income" do
+    before do
+      allow(instance).to receive(:calculate_line_11).and_return 50
+    end
+
+    it "enters L11 - L16 if positive number" do
+      intake.direct_file_data.total_itemized_or_standard_deduction_amount = 40
+      instance.calculate
+      expect(instance.lines[:ID40_LINE_19].value).to eq(10)
+    end
+
+    it "enters 0 if difference is negative number" do
+      intake.direct_file_data.total_itemized_or_standard_deduction_amount = 60
+      instance.calculate
+      expect(instance.lines[:ID40_LINE_19].value).to eq(0)
+    end
+  end
+
+  describe "Line 20: Idaho income tax" do
+    {
+      4673 => [:single, :married_filing_separately],
+      9346 => [:married_filing_jointly, :head_of_household, :qualifying_widow]
+    }.each do |amount, filing_statuses|
+      filing_statuses.each do |filing_status|
+        context "#{filing_status}" do
+          let(:intake) { create(:state_file_id_intake, filing_status: filing_status) }
+          let(:calculator_instance) { described_class.new(year: MultiTenantService.statefile.current_tax_year, intake: intake) }
+          let(:line_19) { 1000 }
+          before do
+            allow(calculator_instance).to receive(:calculate_line_19).and_return line_19
+          end
+
+          it "calculates the correct amount" do
+            expected_result = ((amount - line_19) * 5.695).round(2)
+            calculator_instance.calculate
+            expect(calculator_instance.lines[:ID40_LINE_20].value).to eq expected_result
+          end
+        end
+      end
+    end
+
+    context "must be positive value" do
+      before do
+        allow(instance).to receive(:calculate_line_19).and_return 10_000
+      end
+
+      it "returns 0 when calc is negative" do
+        instance.calculate
+        expect(instance.lines[:ID40_LINE_20].value).to eq 0
+      end
+    end
+  end
+
   describe "Line 29: State Use Tax" do
     let(:purchase_amount) { nil }
 
@@ -170,7 +223,7 @@
       let(:intake) { create(:state_file_id_intake, :filing_requirement) }
 
       before do
-        intake.direct_file_data.set_primary_blind
+        intake.direct_file_data.primary_blind = "X"
         intake.received_id_public_assistance = "no"
       end
 
@@ -194,7 +247,6 @@
     end
   end
 
-
   describe "Line 43: Grocery Credit" do
     context "primary is claimed as dependent" do
       let(:intake) { create(:state_file_id_intake, :single_filer_with_json) }

spec/lib/pdf_filler/id40_pdf_spec.rb

@@ -37,10 +37,15 @@
                primary_last_name: "Idahoan",
               )
       }
+      before do
+        allow_any_instance_of(Efile::Id::Id40Calculator).to receive(:calculate_line_19).and_return(2000)
+        allow_any_instance_of(Efile::Id::Id40Calculator).to receive(:calculate_line_20).and_return(199.80)
+      end
 
       it 'sets static fields to the correct values' do
         expect(pdf_fields['YearBeginning']).to eq Rails.configuration.statefile_current_tax_year.to_s
         expect(pdf_fields['YearEnding']).to eq Rails.configuration.statefile_current_tax_year.to_s
+        expect(pdf_fields['TxCompL15']).to eq "0" # always 0, not in xml
       end
 
       it "sets other fields to the correct values" do
@@ -68,9 +73,30 @@
         expect(pdf_fields['IncomeL9']).to eq '10000'
         expect(pdf_fields['IncomeL10']).to eq '0'
         expect(pdf_fields['IncomeL11']).to eq '10000'
+        expect(pdf_fields['L12aYourself ']).to eq 'Yes'
+        expect(pdf_fields['L12aSpouse']).to eq 'Off'
+        expect(pdf_fields['L12bYourself']).to eq 'Yes'
+        expect(pdf_fields['L12bSpouse']).to eq 'Off'
+        expect(pdf_fields['L12cDependent']).to eq 'Off'
+        expect(pdf_fields['TxCompL16']).to eq '13850'
+        expect(pdf_fields['TxCompL17']).to eq '2000' # same as L19
+        expect(pdf_fields['TxCompL19']).to eq '2000'
+        expect(pdf_fields['TxCompL20']).to eq '200'
+        expect(pdf_fields['TxCompL20']).to eq '200'
+        expect(pdf_fields['L21']).to eq '200' # same as L20
         expect(pdf_fields['CreditsL23']).to eq '0'
       end
 
+      context "when claimed as dependent" do
+        before do
+          intake.direct_file_data.primary_claim_as_dependent = "X"
+        end
+
+        it "fills in the correct fields" do
+          expect(pdf_fields['L12cDependent']).to eq 'Yes'
+        end
+      end
+
       context "with dependents" do
         before do
           create(:state_file_dependent, intake: intake, first_name: "Child", last_name: "One", ssn: "123456789", dob: Date.new(2010, 1, 1))
@@ -125,6 +151,10 @@
         it "sets spouse fields correctly" do
           expect(pdf_fields['6bSpouse']).to eq '1' # Spouse not claimed as dependent, so counted here
           expect(pdf_fields['6dTotalHousehold']).to eq '2'
+          expect(pdf_fields['L12aYourself ']).to eq 'Off'
+          expect(pdf_fields['L12aSpouse']).to eq 'Yes'
+          expect(pdf_fields['L12bYourself']).to eq 'Off'
+          expect(pdf_fields['L12bSpouse']).to eq 'Yes'
         end
       end
     end