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Upload Additional DF XMLs & JSONs for 1099r MD (#5624)
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7 files changed

+594
-18
lines changed

7 files changed

+594
-18
lines changed

‎app/services/state_file/submission_id_lookup.yml

+3-1
Original file line numberDiff line numberDiff line change
@@ -38,8 +38,9 @@ md_ariel_mfj_1099_g: 10164220243417ryhym3
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md_avril_dep: 7812652025030wk22tky
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md_barramundi_qss: 781265202433963pwy8k
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md_dorothy_mfj_1099_r: 10164220250282j47man
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md_doug_odd_1099_rs: 78126520250508pjhmyi
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md_drum_mfs_over_1000: 1016422024337uhx6vkg
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md_eels_1099_r: 1016422025044q50fk0p
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md_eels_1099_r: 1016422025052lxopp79
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md_felicity_single: 1016422024338g7n9hgr
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md_felicity_single_w2: 7812652024340ppdu1go
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md_frank_rollover: 78126520250455zbzmcw
@@ -54,6 +55,7 @@ md_irene_hoh_poverty: 781265202434023p9s0o
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md_jicama_6dep: 7812652024339d012svh
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md_katie_hoh: 78126520243408u7yc03
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md_leonard_qss: 1016422024337luaxoi5
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md_maher_all_income: 10164220250508kys80k
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md_meredith_mfj: 101642202433955coif7
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md_nellie_single: 7812652024340szbp5qb
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md_nra_mfs_bad_w2_brita: 7812652025038yfytztj

‎spec/fixtures/state_file/fed_return_jsons/md/doug_odd_1099_rs.json

+41
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@@ -0,0 +1,41 @@
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{
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"familyAndHousehold": [],
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"socialSecurityReports": [],
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"filers": [
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{
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"lastName": "Funnie",
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"dateOfBirth": "1950-01-02",
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"suffix": null,
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"isPrimaryFiler": true,
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"firstName": "Douglas",
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"middleInitial": null,
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"educatorExpenses": "0.00",
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"tin": "400-00-3045",
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"interestReportsTotal": "0.00",
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"isDisabled": false,
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"form1099GsTotal": "0.00",
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"isStudent": false,
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"hsaTotalDeductibleAmount": null,
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"ssnNotValidForEmployment": null
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},
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{
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"lastName": "Mayonnaise",
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"dateOfBirth": null,
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"suffix": null,
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"isPrimaryFiler": false,
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"firstName": "Pattie",
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"middleInitial": null,
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"educatorExpenses": "0.00",
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"tin": "400-00-3046",
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"interestReportsTotal": "0.00",
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"isDisabled": null,
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"form1099GsTotal": "0.00",
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"isStudent": null,
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"hsaTotalDeductibleAmount": null,
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"ssnNotValidForEmployment": null
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}
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],
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"form1099Gs": [],
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"formW2s": [],
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"interestReports": []
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}

‎spec/fixtures/state_file/fed_return_jsons/md/eels_1099_r.json

+5-5
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@@ -8,15 +8,15 @@
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"suffix": null,
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"isPrimaryFiler": true,
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"firstName": "Edward",
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"middleInitial": "J",
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"middleInitial": null,
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"educatorExpenses": "0.00",
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"tin": "400-00-7209",
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"interestReportsTotal": "0.00",
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"isDisabled": false,
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"form1099GsTotal": "0.00",
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"isStudent": false,
18-
"ssnNotValidForEmployment": null,
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"hsaTotalDeductibleAmount": null
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"hsaTotalDeductibleAmount": null,
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"ssnNotValidForEmployment": null
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},
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{
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"lastName": "Eel",
@@ -31,8 +31,8 @@
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"isDisabled": false,
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"form1099GsTotal": "0.00",
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"isStudent": false,
34-
"ssnNotValidForEmployment": null,
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"hsaTotalDeductibleAmount": null
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"hsaTotalDeductibleAmount": null,
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"ssnNotValidForEmployment": null
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}
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],
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"form1099Gs": [],

‎spec/fixtures/state_file/fed_return_jsons/md/maher_all_income.json

+109
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{
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"familyAndHousehold": [],
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"socialSecurityReports": [
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{
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"formType": "SSA-1099",
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"recipientTin": "400-00-3035",
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"netBenefits": "10000.00"
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},
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{
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"formType": "SSA-1099",
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"recipientTin": "400-00-3036",
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"netBenefits": "5000.00"
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}
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],
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"filers": [
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{
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"lastName": "Nedoroscik",
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"dateOfBirth": "1949-04-04",
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"suffix": null,
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"isPrimaryFiler": false,
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"firstName": "Stephen",
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"middleInitial": null,
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"educatorExpenses": "300.00",
24+
"tin": "400-00-3036",
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"interestReportsTotal": "200.00",
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"isDisabled": false,
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"form1099GsTotal": "2000.00",
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"isStudent": false,
29+
"ssnNotValidForEmployment": null,
30+
"hsaTotalDeductibleAmount": "2000.00"
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},
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{
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"lastName": "Maher",
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"dateOfBirth": "1953-10-21",
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"suffix": null,
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"isPrimaryFiler": true,
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"firstName": "Ilona",
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"middleInitial": null,
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"educatorExpenses": "300.00",
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"tin": "400-00-3035",
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"interestReportsTotal": "250.00",
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"isDisabled": false,
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"form1099GsTotal": "2000.00",
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"isStudent": false,
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"hsaTotalDeductibleAmount": "1000.00",
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"ssnNotValidForEmployment": null
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}
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],
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"form1099Gs": [
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{
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"stateTaxWithheld": "150.00",
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"has1099": true,
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"amount": "2000.00",
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"federalTaxWithheld": "200.00",
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"amountPaidBackForBenefitsInTaxYear": "0.00",
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"stateIdNumber": "12345",
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"payerTin": "52-2006962",
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"payer": "Maryland Department of Labor",
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"recipientTin": "400-00-3036"
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},
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{
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"stateTaxWithheld": "0.00",
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"has1099": true,
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"amount": "2000.00",
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"amountPaidBackForBenefitsInTaxYear": "1500.00",
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"federalTaxWithheld": "0.00",
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"stateIdNumber": "12345",
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"payerTin": null,
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"recipientTin": "400-00-3035",
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"payer": "Maryland Department of Labor"
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}
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],
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"formW2s": [
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{
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"usedTin": "400-00-3036",
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"unionDuesAmount": null
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},
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{
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"usedTin": "400-00-3035",
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"unionDuesAmount": "50.00"
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}
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],
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"interestReports": [
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{
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"has1099": false,
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"taxExemptAndTaxCreditBondCusipNo": null,
87+
"interestOnGovernmentBonds": "0.00",
88+
"taxExemptInterest": "0.00",
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"payerTin": null,
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"payer": "Paris bank",
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"recipientTin": "400-00-3035",
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"no1099Amount": "250.00",
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"taxWithheld": "0.00",
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"1099Amount": "0.00"
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},
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{
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"has1099": true,
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"taxExemptAndTaxCreditBondCusipNo": null,
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"interestOnGovernmentBonds": "200.00",
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"taxExemptInterest": "0.00",
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"payerTin": "84-6023137",
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"recipientTin": "400-00-3036",
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"payer": "USA credit union",
104+
"no1099Amount": null,
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"1099Amount": "200.00",
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"taxWithheld": "1.00"
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}
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]
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}

‎spec/fixtures/state_file/fed_return_xmls/md/doug_odd_1099_rs.xml

+145
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@@ -0,0 +1,145 @@
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<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
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<Return xmlns="http://www.irs.gov/efile" xmlns:efile="http://www.irs.gov/efile" returnVersion="2024v5.0">
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<ReturnHeader binaryAttachmentCnt="0">
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<TaxYr>2024</TaxYr>
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<TaxPeriodBeginDt>2024-01-01</TaxPeriodBeginDt>
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<TaxPeriodEndDt>2024-12-31</TaxPeriodEndDt>
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<SoftwareVersionNum>4be83768</SoftwareVersionNum>
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<ReturnTypeCd>1040</ReturnTypeCd>
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<Filer>
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<PrimarySSN>400003045</PrimarySSN>
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<SpouseSSN>400003046</SpouseSSN>
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<NameLine1Txt>DOUGLAS&lt;FUNNIE</NameLine1Txt>
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<PrimaryNameControlTxt>FUNN</PrimaryNameControlTxt>
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<SpouseNameControlTxt>MAYO</SpouseNameControlTxt>
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<USAddress>
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<AddressLine1Txt>1000 Pork Chop Lane</AddressLine1Txt>
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<CityNm>College Park</CityNm>
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<StateAbbreviationCd>MD</StateAbbreviationCd>
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<ZIPCd>20742</ZIPCd>
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</USAddress>
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<PhoneNum>2225554444</PhoneNum>
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</Filer>
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<AdditionalFilerInformation>
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<AtSubmissionFilingGrp>
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<EmailAddressTxt>[email protected]</EmailAddressTxt>
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</AtSubmissionFilingGrp>
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</AdditionalFilerInformation>
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</ReturnHeader>
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<ReturnData documentCnt="3">
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<IRS1040 documentId="IRS10400001">
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<Form1040SRInd>X</Form1040SRInd>
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<IndividualReturnFilingStatusCd>3</IndividualReturnFilingStatusCd>
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<SpouseNm>Pattie Mayonnaise</SpouseNm>
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<VirtualCurAcquiredDurTYInd>false</VirtualCurAcquiredDurTYInd>
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<Primary65OrOlderInd>X</Primary65OrOlderInd>
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<TotalBoxesCheckedCnt>1</TotalBoxesCheckedCnt>
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<TotalExemptPrimaryAndSpouseCnt>1</TotalExemptPrimaryAndSpouseCnt>
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<ChldWhoLivedWithYouCnt>0</ChldWhoLivedWithYouCnt>
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<OtherDependentsListedCnt>0</OtherDependentsListedCnt>
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<TotalExemptionsCnt>1</TotalExemptionsCnt>
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<PensionsAnnuitiesAmt>30000</PensionsAnnuitiesAmt>
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<TotalTaxablePensionsAmt>25000</TotalTaxablePensionsAmt>
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<TotalIncomeAmt>25000</TotalIncomeAmt>
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<AdjustedGrossIncomeAmt>25000</AdjustedGrossIncomeAmt>
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<TotalItemizedOrStandardDedAmt>16150</TotalItemizedOrStandardDedAmt>
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<TotalDeductionsAmt>16150</TotalDeductionsAmt>
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<TaxableIncomeAmt>8850</TaxableIncomeAmt>
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<TaxAmt>888</TaxAmt>
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<TotalTaxBeforeCrAndOthTaxesAmt>888</TotalTaxBeforeCrAndOthTaxesAmt>
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<TaxLessCreditsAmt>888</TaxLessCreditsAmt>
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<TotalTaxAmt>888</TotalTaxAmt>
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<WithholdingTaxAmt>2500</WithholdingTaxAmt>
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<TotalPaymentsAmt>2500</TotalPaymentsAmt>
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<OverpaidAmt>1612</OverpaidAmt>
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<RefundAmt>1612</RefundAmt>
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<OwedAmt>0</OwedAmt>
57+
<ThirdPartyDesigneeInd>false</ThirdPartyDesigneeInd>
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<PrimaryOccupationTxt>Journalist</PrimaryOccupationTxt>
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<RefundProductCd>NO FINANCIAL PRODUCT</RefundProductCd>
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</IRS1040>
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<IRS1099R documentId="IRS1099R0001">
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<PayerNameControlTxt>KILL</PayerNameControlTxt>
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<PayerName>
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<BusinessNameLine1Txt>Killer Tofu Bank</BusinessNameLine1Txt>
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</PayerName>
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<PayerUSAddress>
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<AddressLine1Txt>123 Main Street</AddressLine1Txt>
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<CityNm>Baltimore</CityNm>
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<StateAbbreviationCd>MD</StateAbbreviationCd>
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<ZIPCd>212234561</ZIPCd>
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</PayerUSAddress>
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<PayerEIN>941737782</PayerEIN>
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<PhoneNum>3035558888</PhoneNum>
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<RecipientSSN>400003045</RecipientSSN>
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<RecipientNm>Douglas Funnie</RecipientNm>
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<RecipientUSAddress>
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<AddressLine1Txt>1000 Pork Chop Lane</AddressLine1Txt>
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<CityNm>College Park</CityNm>
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<StateAbbreviationCd>MD</StateAbbreviationCd>
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<ZIPCd>20742</ZIPCd>
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</RecipientUSAddress>
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<PayerRecipientAccountNum>MPD'a-123456789123456789123456</PayerRecipientAccountNum>
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<GrossDistributionAmt>10000</GrossDistributionAmt>
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<TaxableAmt>10000</TaxableAmt>
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<TotalDistributionInd>X</TotalDistributionInd>
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<CapitalGainAmt>0</CapitalGainAmt>
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<FederalIncomeTaxWithheldAmt>1000</FederalIncomeTaxWithheldAmt>
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<EmployeeContributionsAmt>50</EmployeeContributionsAmt>
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<F1099RDistributionCd>7</F1099RDistributionCd>
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<OtherDistributionAmt>0</OtherDistributionAmt>
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<TotalEmployeeContributionsAmt>20000</TotalEmployeeContributionsAmt>
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<IRRAllocatedAmt>0</IRRAllocatedAmt>
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<DesignatedROTHAcctFirstYr>1985</DesignatedROTHAcctFirstYr>
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<F1099RStateLocalTaxGrp>
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<F1099RStateTaxGrp>
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<StateTaxWithheldAmt>5000</StateTaxWithheldAmt>
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<StateAbbreviationCd>MD</StateAbbreviationCd>
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<PayerStateIdNum>MD879 756th13</PayerStateIdNum>
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<StateDistributionAmt>0</StateDistributionAmt>
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<F1099RLocalTaxGrp>
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<LocalTaxWithheldAmt>6000</LocalTaxWithheldAmt>
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<LocalityNm>0</LocalityNm>
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<LocalDistributionAmt>50000</LocalDistributionAmt>
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</F1099RLocalTaxGrp>
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</F1099RStateTaxGrp>
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</F1099RStateLocalTaxGrp>
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<StandardOrNonStandardCd>S</StandardOrNonStandardCd>
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</IRS1099R>
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<IRS1099R documentId="IRS1099R0002">
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<PayerNameControlTxt>SKEE</PayerNameControlTxt>
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<PayerName>
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<BusinessNameLine1Txt>Skeeter Trust Fund</BusinessNameLine1Txt>
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</PayerName>
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<PayerUSAddress>
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<AddressLine1Txt>123 Main Street</AddressLine1Txt>
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<CityNm>Baltimore</CityNm>
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<StateAbbreviationCd>MD</StateAbbreviationCd>
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<ZIPCd>21223</ZIPCd>
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</PayerUSAddress>
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<PayerEIN>943025021</PayerEIN>
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<RecipientSSN>400003045</RecipientSSN>
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<RecipientNm>Douglas Funnie</RecipientNm>
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<RecipientUSAddress>
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<AddressLine1Txt>1000 Pork Chop Lane</AddressLine1Txt>
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<CityNm>College Park</CityNm>
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<StateAbbreviationCd>MD</StateAbbreviationCd>
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<ZIPCd>20742</ZIPCd>
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</RecipientUSAddress>
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<GrossDistributionAmt>30000</GrossDistributionAmt>
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<TaxableAmt>15000</TaxableAmt>
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<FederalIncomeTaxWithheldAmt>1500</FederalIncomeTaxWithheldAmt>
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<F1099RDistributionCd>7</F1099RDistributionCd>
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<OtherDistributionAmt>0</OtherDistributionAmt>
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<IRRAllocatedAmt>0</IRRAllocatedAmt>
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<F1099RStateLocalTaxGrp>
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<F1099RStateTaxGrp>
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<F1099RLocalTaxGrp>
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<LocalTaxWithheldAmt>500</LocalTaxWithheldAmt>
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</F1099RLocalTaxGrp>
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</F1099RStateTaxGrp>
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</F1099RStateLocalTaxGrp>
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<StandardOrNonStandardCd>S</StandardOrNonStandardCd>
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</IRS1099R>
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</ReturnData>
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</Return>

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