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added NY IT203 for state nonresidents; changed md5sum to also handle … #10

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7280fe4
added NY IT203 for state nonresidents; changed md5sum to also handle …
teamldcs Sep 29, 2015
e11641e
updated taxsolve_routines.c with additional input routines needed to …
Sep 30, 2015
2f61b44
updated US_1040 to calculate and fill forms 8959 and 8960, as well as…
Oct 2, 2015
4acf7e6
added NY_IT203 taxsolve code, example and template files; fixed small…
Oct 3, 2015
757c60b
small updates to NJ 1040
Oct 3, 2015
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4 changes: 2 additions & 2 deletions bin/fill_form_CA_540_2014
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source $(dirname "$0")/fill_form_routine.sh

fill_form $fill\_ca540.xfdf 14_540.pdf $fill\_ca540.pdf \
"MD5 (14_540.pdf) = 0a0a397a1fcdffb9b1ccc72eb2dc25ea" \
"0a0a397a1fcdffb9b1ccc72eb2dc25ea" \
"The CA 540 pdf has changed. Please report to dwalker@fifo99.com." \
"https://www.ftb.ca.gov/forms/2014/14_540.pdf";

fill_form $fill\_540ca.xfdf 14_540ca.pdf $fill\_540ca.pdf \
"MD5 (14_540ca.pdf) = abe3798b184d3adfd3739ec4c9fbb67e" \
"abe3798b184d3adfd3739ec4c9fbb67e" \
"The NJ Schedule A&B has changed. Please report to dwalker@fifo99.com." \
"https://www.ftb.ca.gov/forms/2014/14_540ca.pdf";

4 changes: 2 additions & 2 deletions bin/fill_form_NJ_1040_2014
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source $(dirname "$0")/fill_form_routine.sh

fill_form $fill\_nj1040.xfdf 1040.pdf $fill\_nj1040.pdf \
"MD5 (1040.pdf) = daee3e5ee57829754cdb5eabf3d0ab78" \
"daee3e5ee57829754cdb5eabf3d0ab78" \
"The NJ 1040 pdf has changed. Please report to dwalker@fifo99.com." \
"http://www.state.nj.us/treasury/taxation/pdf/current/1040.pdf";

fill_form $fill\_nj1040abc.xfdf 1040abc.pdf $fill\_nj1040abc.pdf \
"MD5 (1040abc.pdf) = efd372a5c3cfd95c18d7be55c05b270a" \
"efd372a5c3cfd95c18d7be55c05b270a" \
"The NJ Schedule A&B has changed. Please report to dwalker@fifo99.com." \
"http://www.state.nj.us/treasury/taxation/pdf/current/1040abc.pdf";

4 changes: 2 additions & 2 deletions bin/fill_form_NY_IT201_2014
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source $(dirname "$0")/fill_form_routine.sh

fill_form $fill\_it201.xfdf it201_2014_fill_in.pdf $fill\_it201.pdf \
"MD5 (it201_2014_fill_in.pdf) = dcf14205c548f9d644e84e6f77fb1959" \
"dcf14205c548f9d644e84e6f77fb1959" \
"The NY IT-201 pdf has changed. Please report to dwalker@fifo99.com." \
"http://www.tax.ny.gov/pdf/2014/fillin/inc/it201_2014_fill_in.pdf";

fill_form $fill\_it201d.xfdf it201d_2014_fill_in.pdf $fill\_it201d.pdf \
"MD5 (it201d_2014_fill_in.pdf) = ecdb23cd5ec04c47584220d74ce0acba" \
"ecdb23cd5ec04c47584220d74ce0acba" \
"The NY IT-201-D has changed. Please report to dwalker@fifo99.com." \
"http://www.tax.ny.gov/pdf/2014/fillin/inc/it201d_2014_fill_in.pdf";

13 changes: 13 additions & 0 deletions bin/fill_form_NY_IT203_2014
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#!/bin/bash

source $(dirname "$0")/fill_form_routine.sh

fill_form $fill\_it203.xfdf it203_2014_fill_in.pdf $fill\_it203.pdf \
"76b3be9da81d09469c8738c0bd195269" \
"The NY IT-203 pdf has changed. Please report to dwalker@fifo99.com." \
"http://www.tax.ny.gov/pdf/2014/fillin/inc/it203_2014_fill_in.pdf";

fill_form $fill\_it203d.xfdf it203d_2014_fill_in.pdf $fill\_it203d.pdf \
"b0488e6df1c2e4875487e56dbc1b8646" \
"The NY IT-203-D has changed. Please report to dwalker@fifo99.com." \
"http://www.tax.ny.gov/pdf/2014/fillin/inc/it203d_2014_fill_in.pdf";
2 changes: 1 addition & 1 deletion bin/fill_form_OH_IT1040_2014
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source $(dirname "$0")/fill_form_routine.sh

fill_form $fill\_it1040.xfdf PIT_IT1040_FI.pdf $fill\_it1040.pdf \
"MD5 (PIT_IT1040_FI.pdf) = 13737c3ae393b676019b98c267a96cce" \
"13737c3ae393b676019b98c267a96cce" \
"The OH IT1040 pdf has changed. Please report to dwalker@fifo99.com." \
"http://www.tax.ohio.gov/portals/0/forms/ohio_individual/individual/2014/PIT_IT1040_FI.pdf";

2 changes: 1 addition & 1 deletion bin/fill_form_PA_40_2014
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source $(dirname "$0")/fill_form_routine.sh

fill_form $fill\_pa40.xfdf 2014_pa-40.pdf $fill\_pa40.pdf \
"MD5 (2014_pa-40.pdf) = 118631d36385b406e346a4e8ecf71a91" \
"118631d36385b406e346a4e8ecf71a91" \
"The PA-40 has changed. Please report to dwalker@fifo99.com." \
"http://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/Documents/Personal%20Income%20Tax/2014/2014_pa-40.pdf";

20 changes: 17 additions & 3 deletions bin/fill_form_US_1040_2014
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source $(dirname "$0")/fill_form_routine.sh

fill_form $fill\_f1040.xfdf f1040--2014.pdf $fill\_f1040.pdf \
"MD5 (f1040--2014.pdf) = a7cc4b3ca751e03e06ad4dd7301b7e84" \
"a7cc4b3ca751e03e06ad4dd7301b7e84" \
"The US 1040 pdf has changed. Please report to dwalker@fifo99.com." \
"http://www.irs.gov/pub/irs-prior/f1040--2014.pdf";

fill_form $fill\_f1040sa.xfdf f1040sa--2014.pdf $fill\_f1040sa.pdf \
"MD5 (f1040sa--2014.pdf) = 6881447f1f9a154a94973172ac43487d" \
"6881447f1f9a154a94973172ac43487d" \
"The US 1040 Schedule A has changed. Please report to dwalker@fifo99.com." \
"http://www.irs.gov/pub/irs-prior/f1040sa--2014.pdf";

fill_form $fill\_f1040sd.xfdf f1040sd--2014.pdf $fill\_f1040sd.pdf \
"MD5 (f1040sd--2014.pdf) = 5bf069cdf422f6950d7a73058ab6a4ef" \
"5bf069cdf422f6950d7a73058ab6a4ef" \
"The US 1040 Schedule D pdf has changed. Please report to dwalker@fifo99.com." \
"http://www.irs.gov/pub/irs-prior/f1040sd--2014.pdf"

fill_form $fill\_f8959.xfdf f8959--2014.pdf $fill\_f8959.pdf \
"4a3a68c090567f06a91c22def7114deb" \
"The US 8959 pdf has changed. Please report to dwalker@fifo99.com." \
"http://www.irs.gov/pub/irs-prior/f8959--2014.pdf"

fill_form $fill\_f8960.xfdf f8960--2014.pdf $fill\_f8960.pdf \
"44accfe2a67be69a1905eb59d7acedeb" \
"The US 8960 pdf has changed. Please report to dwalker@fifo99.com." \
"http://www.irs.gov/pub/irs-prior/f8960--2014.pdf"

fill_form $fill\_f6251.xfdf f6251--2014.pdf $fill\_f6251.pdf \
"819e1bb9fd6e64600d4dafbe3183deaf" \
"The US 6251 pdf has changed. Please report to dwalker@fifo99.com." \
"http://www.irs.gov/pub/irs-prior/f6251--2014.pdf"
2 changes: 1 addition & 1 deletion bin/fill_form_US_1040_Sched_C_2014
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source $(dirname "$0")/fill_form_routine.sh

fill_form $fill\_f1040sc.xfdf f1040sc--2014.pdf $fill\_f1040sc.pdf \
"MD5 (f1040sc--2014.pdf) = 613cc34e61a1d4ca41dc7dd2cde8c212" \
"613cc34e61a1d4ca41dc7dd2cde8c212" \
"The US 1040 Schedule C has changed. Please report to dwalker@fifo99.com." \
"http://www.irs.gov/pub/irs-prior/f1040sc--2014.pdf";

2 changes: 1 addition & 1 deletion bin/fill_form_VA_760_2014
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source $(dirname "$0")/fill_form_routine.sh

fill_form $fill\_va760.xfdf 7602014_1.pdf $fill\_va760.pdf \
"MD5 (7602014_1.pdf) = 18995514aebc2442f8266a5f31a5f04a" \
"18995514aebc2442f8266a5f31a5f04a" \
"The VA 760 has changed. Please report to dwalker@fifo99.com." \
"http://www.tax.virginia.gov/sites/tax.virginia.gov/files/taxforms/income-tax/2014/7602014_1.pdf";

39 changes: 36 additions & 3 deletions bin/fill_form_routine.sh
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name=$1
fill=${name/_out.txt/}

verbose=0

if [ "`which wget`" == "" ]; then
echo wget not available. This is required to download the forms.
exit;
Expand All @@ -17,6 +19,19 @@ if [ "`which pdftk`" == "" ]; then
exit;
fi

# Modify this function to call md5sum on your distribution, and retain only the hash
do_md5sum()
{
infile="$1"
out=
if [ -e /etc/redhat-release ]; then # works on centos/rhel
out=`md5sum $form_pdf | sed -e "s/ .*//"`
else
out=`md5sum --tag "$infile" | sed -e "s/.*= //"`
fi
echo "$out"
}

fill_form()
{
form_xfdf=$1
Expand All @@ -26,15 +41,33 @@ md5=$4
error_msg=$5
url=$6

if [ "$verbose" = "1" ]; then
echo "fill_form: called with :form_xfdf=$form_xfdf"
echo "fill_form: called with :form_pdf=$form_pdf"
echo "fill_form: called with :form_output=$form_output"
echo "fill_form: called with :md5=$md5"
echo "fill_form: called with :error_msg=$error_msg"
echo "fill_form: called with :url=$url"
fi

if [ -e $form_xfdf ]; then
wget $url
if [ "`md5sum --tag $form_pdf`" != "$md5" ]; then
if [ "$verbose" = "1" ]; then echo "found $form_xfdf"; fi
if [ ! -e $form_pdf ]; then
if [ "$verbose" = "1" ]; then echo "wget $url"; fi
wget $url
fi
if [ "$verbose" = "1" ]; then echo "md5sum $form_pdf"; fi
md5sumval=$(do_md5sum "$form_pdf")
if [ "$md5sumval" != "$md5" ]; then
echo $error_msg
md5sum --tag $form_pdf
echo "$md5sumval"
echo $md5
exit;
fi
if [ "$verbose" = "1" ]; then echo "pdftk $form_pdf fill_form $form_xfdf output $form_output"; fi
pdftk $form_pdf fill_form $form_xfdf output $form_output
else
echo "notfound $form_xfdf"
fi
}

1 change: 1 addition & 0 deletions examples_and_templates/NJ_1040/NJ_1040_2014_example.txt
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Expand Up @@ -57,3 +57,4 @@ L51 0 ; { NJ Earned Income Tax Credit. (See Sched pg 38.) }
L52 0 ; { Excess NJ UI/HC/WD Withheld, (See pg 38.) }
L53 0 ; { Excess NJ Disability Insurance Withheld, (See pg 38.) }
L54 0 ; { Excess NJ Family Leave Insurance Withheld, (See pg 38.) }
L58 0 ; { for next years tax }
1 change: 1 addition & 0 deletions examples_and_templates/NJ_1040/NJ_1040_2014_template.txt
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Expand Up @@ -52,3 +52,4 @@ L51 0 ; { NJ Earned Income Tax Credit. (See Sched pg 38.) }
L52 0 ; { Excess NJ UI/HC/WD Withheld, (See pg 38.) }
L53 0 ; { Excess NJ Disability Insurance Withheld, (See pg 38.) }
L54 0 ; { Excess NJ Family Leave Insurance Withheld, (See pg 38.) }
L58 0 ; { for next years tax }
95 changes: 95 additions & 0 deletions examples_and_templates/NY_IT203/NY_IT203_2014_example.txt
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Title: NY State 2014 Tax Form IT-203

{ -- Initial Template -- Common 0 amounts filled-in as 0's, }
{ Important ???-amounts must be filled-in by most everyone. }

PersonalFilename ../examples_and_templates/pers.txt

FileName examples_and_templates/US_1040/fed_out.txt { File-name of Federal Return output file. }
{ Data for NY Lines 1-19 is collected by scanning Federal return to avoid re-entering it. }

Dependent no { Are you a Dependent on another's return (yes/no) ? }

Foreign_Account 0 { 1 if Yes, 0 otherwise }
NYC_Months 0 ; { Number of months you were resident in NYC }
Spouse_NYC_Months 0 ; { Number of months your spouse was resident in NYC }

{Federal Income and Adjustments }
{ NOTE - Federal column values of this section are taken from Federal file. }
{ NOTE - NYS column values are taken from Federal column values if you enter FED instead of an explicit value}
{ NOTE - the .us extension on line number indicates the Fed column}
{ NOTE - the .ny extension on line number indicates the NYS column}

L1.ny ??? ;
L2.ny 0; {dont take Taxable Interest from L8.us }
L3.ny 0; {dont take Ordinary Dividends from L9.us }
L4.ny 0; {NYS refund}
L5.ny 0; {dont take Alimony received from fed L11.us }
L6.ny 0; {dont take Business income/loss (fed sched C) from fed line L12.us }
L7.ny 0; {dont take Capital gains/losses (fed sched D) from fed line l13.us }
L8.ny 0; {dont take Other gains/losses (fed form 4794) from fed line L14 }
L9.ny 0; {dont take Taxable IRA distributions from fed line usL15 }
L10.ny 0; {dont take Taxable pension/annuity amounts from fed line usL16 }
L11.ny 0; {take Rental, royalties, partnership, S corp, (fed sched E) from fed line 17 }
L12 0; {Rental portion of above}
L13.ny 0; {dont take Farm income (fed sched F) from us fed line 18 }
L14.ny 0; {dont take Unemployment compensation from us fed line 19}
L15.ny 0; {dont take Taxable Social Sec. benefits from us fed line 20 }
L16.ny FED; {take Other income (pg. 80) from us fed line 20 }
L18.ny 0; {dont take Total federal adjustments to income (pg 20) from fed line 36}

{ NY Additions }
L20.us 0 ; { Interest income from non-NY state or local bonds }
L20.ny 0 ; { Interest income from non-NY state or local bonds }

L21.us 0 ; { Public employee retirement contributions }
L21.ny 0 ; { Public employee retirement contributions }

L22.us 0 ; { Other (IT-225 line 9) }
L22.ny 0 ; { Other (IT-225 line 9) }

{ NY Subtractions }

L25.us 0 ; { Pensions of NYState, local & fed gov'ts (see page 24) }
L25.ny 0 ; { Pensions of NYState, local & fed gov'ts (see page 24) }

L27.us 0 ; { US Gov't Bond Interest }
L27.ny 0 ; { US Gov't Bond Interest }

L28.us 0 ; { Pension and annuity income exclusion }
L28.ny 0 ; { Pension and annuity income exclusion }

L29.us 0 ; { Other ( form IT-225 line 18) }
L29.ny 0 ; { Other ( form IT-225 line 18) }

LTcare% 0 ; { Percent of long-term care premiums in Fed-Sched-A line 1, if any. }
AddAdj 0 ; { Any additional itemization adjustments (worksheet line k pg 26) }
CollegeDed 0 ; { College tuition itemized deduction (Form IT-272 ) }

L35 0 ; { Number of Dependent Exemptions (Pg 26) }
Exemptions 0 { Number of NY dependent exemptions, Pg 26. }

L41 0 ; { NY Child care/dependent credit. pg. 28 }
L43 0 ; { NY Earned income credit. pg. 28 }
L47 0 ; { NYC nonrefundable credits (from IT-203-ATT line 8) }
L49 0 ; { Net Other New York State taxes, Form IT-203-ATT, line 33 }

NYC_Resident no ; { City of New York Resident (yes/no) }

{ City of New York taxes and crefits -- only }
L51 ; { Part-year New York City resident tax }
L52 ; { Part-year resident NYC child and dependent care credit }
L53 ; { Yonkers nonresident earnings tax }
L54 ; { Part-year Yonkers resident income tax surcharge, attach Form IT-360.1 }

L56 0 ; { Sales or use tax, pg 29. }
L57 0 ; { Voluntary Gift contibutions, pg 30. }

L61 0 ; { Other refundable credits, IT-203-ATT line 17)}
L62 ??? ; { Total NY State tax withheld. }
L63 ; { Total City of NY tax withheld. }
L64 ; { Yonkers tax withheld. }
L65 0 ; { Total estimated tax payments (from IT-370) }
L69 0 ; {Amount to apply to next year's tax return}
L71 0 ; {Estimated tax penalty }
L72 0 ; {Other penalties }
95 changes: 95 additions & 0 deletions examples_and_templates/NY_IT203/NY_IT203_2014_template.txt
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Title: NY State 2014 Tax Form IT-203

{ -- Initial Template -- Common 0 amounts filled-in as 0's, }
{ Important ???-amounts must be filled-in by most everyone. }

PersonalFilename ../examples_and_templates/pers.txt

FileName examples_and_templates/US_1040/fed_out.txt { File-name of Federal Return output file. }
{ Data for NY Lines 1-19 is collected by scanning Federal return to avoid re-entering it. }

Dependent no { Are you a Dependent on another's return (yes/no) ? }

Foreign_Account 0 { 1 if Yes, 0 otherwise }
NYC_Months 0 ; { Number of months you were resident in NYC }
Spouse_NYC_Months 0 ; { Number of months your spouse was resident in NYC }

{Federal Income and Adjustments }
{ NOTE - Federal column values of this section are taken from Federal file. }
{ NOTE - NYS column values are taken from Federal column values if you enter FED instead of an explicit value}
{ NOTE - the .us extension on line number indicates the Fed column}
{ NOTE - the .ny extension on line number indicates the NYS column}

L1.ny 0;
L2.ny 0; {dont take Taxable Interest from L8.us }
L3.ny 0; {dont take Ordinary Dividends from L9.us }
L4.ny 0; {NYS refund}
L5.ny 0; {dont take Alimony received from fed L11.us }
L6.ny 0; {dont take Business income/loss (fed sched C) from fed line L12.us }
L7.ny 0; {dont take Capital gains/losses (fed sched D) from fed line l13.us }
L8.ny 0; {dont take Other gains/losses (fed form 4794) from fed line L14 }
L9.ny 0; {dont take Taxable IRA distributions from fed line usL15 }
L10.ny 0; {dont take Taxable pension/annuity amounts from fed line usL16 }
L11.ny 0; {take Rental, royalties, partnership, S corp, (fed sched E) from fed line 17 }
L12 0; {Rental portion of above}
L13.ny 0; {dont take Farm income (fed sched F) from us fed line 18 }
L14.ny 0; {dont take Unemployment compensation from us fed line 19}
L15.ny 0; {dont take Taxable Social Sec. benefits from us fed line 20 }
L16.ny FED; {take Other income (pg. 80) from us fed line 20 }
L18.ny 0; {dont take Total federal adjustments to income (pg 20) from fed line 36}

{ NY Additions }
L20.us 0 ; { Interest income from non-NY state or local bonds }
L20.ny 0 ; { Interest income from non-NY state or local bonds }

L21.us 0 ; { Public employee retirement contributions }
L21.ny 0 ; { Public employee retirement contributions }

L22.us 0 ; { Other (IT-225 line 9) }
L22.ny 0 ; { Other (IT-225 line 9) }

{ NY Subtractions }

L25.us 0 ; { Pensions of NYState, local & fed gov'ts (see page 24) }
L25.ny 0 ; { Pensions of NYState, local & fed gov'ts (see page 24) }

L27.us 0 ; { US Gov't Bond Interest }
L27.ny 0 ; { US Gov't Bond Interest }

L28.us 0 ; { Pension and annuity income exclusion }
L28.ny 0 ; { Pension and annuity income exclusion }

L29.us 0 ; { Other ( form IT-225 line 18) }
L29.ny 0 ; { Other ( form IT-225 line 18) }

LTcare% 0 ; { Percent of long-term care premiums in Fed-Sched-A line 1, if any. }
AddAdj 0 ; { Any additional itemization adjustments (worksheet line k pg 26) }
CollegeDed 0 ; { College tuition itemized deduction (Form IT-272 ) }

L35 0 ; { Number of Dependent Exemptions (Pg 26) }
Exemptions 0 { Number of NY dependent exemptions, Pg 26. }

L41 0 ; { NY Child care/dependent credit. pg. 28 }
L43 0 ; { NY Earned income credit. pg. 28 }
L47 0 ; { NYC nonrefundable credits (from IT-203-ATT line 8) }
L49 0 ; { Net Other New York State taxes, Form IT-203-ATT, line 33 }

NYC_Resident no ; { City of New York Resident (yes/no) }

{ City of New York taxes and crefits -- only }
L51 ; { Part-year New York City resident tax }
L52 ; { Part-year resident NYC child and dependent care credit }
L53 ; { Yonkers nonresident earnings tax }
L54 ; { Part-year Yonkers resident income tax surcharge, attach Form IT-360.1 }

L56 0 ; { Sales or use tax, pg 29. }
L57 0 ; { Voluntary Gift contibutions, pg 30. }

L61 0 ; { Other refundable credits, IT-203-ATT line 17)}
L62 ; { Total NY State tax withheld. }
L63 ; { Total City of NY tax withheld. }
L64 ; { Yonkers tax withheld. }
L65 0 ; { Total estimated tax payments (from IT-370) }
L69 0 ; {Amount to apply to next year's tax return}
L71 0 ; {Estimated tax penalty }
L72 0 ; {Other penalties }
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