Expand description
tax-profile command helpers — set/show the per-year TaxProfile side-table entry.
report_tax_year (Task 9) provides the standalone “tax owed / what-if” calculator.
report_tax_year also runs the M4 carryforward-consistency advisory (Task 10).
Structs§
- TaxYear
Report - The full
report --tax-yearbundle, in print order. A NAMED STRUCT (was a 7-tuple) so a new field can never silently transpose with an existing one at a call site (Fable IMPL-P4 r1 N1,p4-r1-n1).
Functions§
- clear_
return_ inputs income clear— remove the stored full-return inputs foryear(recovery path so a year withReturnInputsisn’t a dead end while derivation is pending — review I3). Returns whether a row existed.- import_
return_ inputs income import— parse a full-returnReturnInputsfrom a TOML file (offline; key order in the file is irrelevant to deserialization) and persist it in thereturn_inputsside-table foryear.- report_
tax_ year - Task 9 (B.5) + Task 10 (M4) + P2-D Task 2 + Chunk-1 D2 + Chunk-3a: load events + project once,
read the year’s
TaxProfile+BundledTaxTables, callcompute_tax_year, and assemble the standalone Schedule D / Form 709 / Schedule SE artifacts + the M4 carryforward-consistency advisory + the §170(f)(11)(F) year-aggregate donation appraisal advisory. SeeTaxYearReportfor the returned bundle. The advisory isSome(msg)iff BOTH the current-year and the prior-year profiles exist AND the prior-year computes successfully AND the declaredcarryforward_indoes not match the prior year’scarryforward_out. The advisory and the Schedule SE figure are never hard blockers and do not change the exit code (non-gating). - set_
profile - Persist
pas the tax profile foryearin the vault atvault, then save. - show_
profile - Return the stored
TaxProfileforyearfrom the vault atvault, orNone. - show_
return_ inputs income show— the storedReturnInputsforyearas pretty JSON with PII redacted, orNone. (JSON, not TOML: serde-toml requires scalar keys before nested tables, which the nested model violates; a TOML round-trip-out is a follow-on. Import accepts TOML.)- write_
back_ carryover - §4 R3-M6 carryover write-back — persist year
year’s computed charitable + QBI-REIT/PTP carryover-OUT as year (year+1)’s carryover-IN in the side-table. Only for aReturnInputs-provenance full-return year (else there is no absolute return). Errors if the absolute return refuses (screen_absolute) or if a user-entered next-year carryover would be overwritten withoutforce. Returns a human summary.