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FYST-1880 Add recipients address to 1099R #5663

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merged 7 commits into from
Mar 4, 2025

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jenny-heath
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Link to pivotal/JIRA issue

Is PM acceptance required? (delete one)

  • Yes - don't merge until JIRA issue is accepted!

Reminder: merge main into this branch and get green tests before merging to main

What was done?

  • carry the recipient address over from fed xml to state xml
  • adds columns for these attributes to state_file1099_r
  • practically, this will only apply to AZ and MD because the other states don't include it in the fed xml

How to test?

  • unit spec for model method synchronize_df_1099_rs_to_database
  • unit spec for 1099r xml builder

Screenshots (for visual changes)

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Heroku app: https://gyr-review-app-5663-5c6c4cc7356a.herokuapp.com/
View logs: heroku logs --app gyr-review-app-5663 (optionally add --tail)

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@arinchoi03 arinchoi03 left a comment

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one question but otherwise looks great!

@@ -23,6 +23,15 @@ def document
xml.PayerEIN form1099r.payer_identification_number
xml.RecipientSSN sanitize_for_xml(form1099r.recipient_ssn) if form1099r.recipient_ssn.present?
xml.RecipientNm sanitize_for_xml(form1099r.recipient_name) if form1099r.recipient_name.present?
if form1099r.recipient_address_line1.present?
xml.RecipientUSAddress do
xml.AddressLine1Txt sanitize_for_xml(form1099r.recipient_address_line1) if form1099r.recipient_address_line1.present?
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this .present? check seems redundant b/c it's already on line 26

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ohh i didn't think of that! i added line 26 after

@@ -23,6 +23,15 @@ def document
xml.PayerEIN form1099r.payer_identification_number
xml.RecipientSSN sanitize_for_xml(form1099r.recipient_ssn) if form1099r.recipient_ssn.present?
xml.RecipientNm sanitize_for_xml(form1099r.recipient_name) if form1099r.recipient_name.present?
if form1099r.recipient_address_line1.present?
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I wonder about this check -- is it possible that line 1 will be empty but rest of the address present?

Do we only want to pass on the info if the line 1 is present?

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yeah i did realize this felt like a shortcut when i did it. i feel like you can't have an address without line 1? because then it's just a city and a zip code. but we could ask to be safe!

@jenny-heath jenny-heath merged commit 561b9a8 into main Mar 4, 2025
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@jenny-heath jenny-heath deleted the FYST-1880-az-md-add-recipients-address-to-1099-r branch March 4, 2025 01:15
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2 participants