| """Document specs for the v1.1.0 realistic rows. |
| |
| Every spec is the content of one document kind; ``render.py`` lays it out. |
| IRS forms list their real box labels so rows look like extracted PDF text, |
| not one-line summaries. Non-form kinds are written as the pages people |
| actually upload (statements, paystubs, receipts, letters). Hard-negative |
| kinds (a mortgage statement next to Form 1098, a paystub next to Form W-2) |
| share vocabulary on purpose; the label is decided by what the document is. |
| |
| All names, numbers, and institutions are invented. |
| """ |
|
|
| from __future__ import annotations |
|
|
| |
|
|
| FIRST = [ |
| "Jordan", "Avery", "Morgan", "Riley", "Casey", "Taylor", "Jamie", "Alex", "Priya", "Wei", |
| "Mateo", "Fatima", "Noah", "Olivia", "Hiro", "Amara", "Diego", "Sofia", "Kwame", "Lena", |
| ] |
| LAST = [ |
| "Testcase", "Rivera", "Okafor", "Nguyen", "Patel", "Kowalski", "Haddad", "Larsen", "Moreau", |
| "Tanaka", "Brennan", "Castillo", "Adeyemi", "Fischer", "Lindqvist", "Romero", "Sato", "Walsh", |
| ] |
| STREETS = ["Maple Ridge Dr", "Sample Street", "Cedar Ln", "Harbor View Rd", "Oak Hollow Ct", "Prairie Ave", |
| "Willow Bend Way", "Granite St", "Lakeshore Blvd", "Elm Park Pl"] |
| CITIES = [("Testville", "IL"), ("Riverton", "WI"), ("Fairview", "OH"), ("Lakewood", "CO"), ("Maplewood", "MN"), |
| ("Oak Grove", "TX"), ("Bayside", "WA"), ("Cedar Falls", "IA"), ("Pinecrest", "GA"), ("Brookhaven", "PA")] |
|
|
| BANKS = ["Lakeshore National Bank", "Harbor Federal Credit Union", "Summit Ridge Bank", "Prairie State Savings", |
| "Bayview Community Bank", "Cedar Valley Credit Union", "Northwind Financial", "Granite Peak Bank", |
| "Riverbend Bank & Trust", "Meadowlark Savings Bank"] |
| CARD_ISSUERS = ["Harbor Card Services", "Atlas Card Services", "Summit Card Services", "Bluewater Bank Card Center", |
| "Northwind Card Member Services"] |
| CARD_PRODUCTS = ["Rewards Visa Signature", "Cash Back Mastercard", "Travel Rewards Visa", "Platinum Card", |
| "Everyday Cash Card", "World Elite Mastercard"] |
| SERVICERS = ["Riverbend Mortgage Servicing", "Keystone Home Loans", "Pinecrest Mortgage Company", |
| "Bluewater Loan Servicing", "Lakeshore Home Lending"] |
| LENDERS = ["Granite Auto Finance", "Summit Student Loan Servicing", "Harbor Personal Lending", |
| "Cedar Valley Credit Union", "Northwind Auto Credit"] |
| BROKERS = ["Summit Investments", "Evergreen Brokerage Services", "Northstar Securities", "Clearwater Investing", |
| "Ironwood Wealth Partners"] |
| RETIREMENT_ADMINS = ["Evergreen Retirement Services", "Northstar Retirement Plan Services", "Summit Retirement Trust", |
| "Clearwater 401(k) Administration"] |
| HSA_TRUSTEES = ["Sample HSA Bank", "Evergreen Health Savings", "Northwind HSA Custodian"] |
| EMPLOYERS = ["Acme Test Corp", "Blue Heron Logistics LLC", "Copperline Software Inc.", "Maple Street Dental PC", |
| "Tri-County School District", "Riverside Regional Hospital", "Granite Peak Manufacturing Co."] |
| SCHOOLS = ["Lakeshore State University", "Riverside Community College", "Northwind Technical Institute"] |
| CHARITIES = ["Sample Community Food Bank", "Greenway Animal Rescue", "St. Brendan Parish", "Hope Harbor Shelter", |
| "Riverbend Public Library Foundation"] |
| COUNTIES = ["Marion County Treasurer", "Lake County Collector", "Cedar County Tax Office", "Harbor County Treasurer"] |
| INSURERS = ["Sample Mutual Insurance", "Evergreen Health Plan", "Granite Auto Insurance Co.", "Harbor Life Assurance"] |
| EXCHANGES = ["CoinHarbor Exchange", "BitMeadow", "LedgerPeak Markets"] |
| CLINICS = ["Sample Family Clinic", "Riverside Urgent Care", "Lakeshore Pharmacy", "Brightsmile Dental Group"] |
| STORES = ["Harbor Hardware", "Maple Market", "Northwind Electronics", "Cedar Office Supply"] |
| PARTNERSHIPS = ["Sample Rentals LP", "Riverbend Ventures LLC", "Granite Holdings Partners"] |
| SCORPS = ["Copperline Consulting Inc.", "Maple Street Bakery Inc.", "Bluewater Design Studio Inc."] |
| TRUSTS = ["Testcase Family Trust", "Estate of R. Walsh", "Larsen Irrevocable Trust"] |
| GOV_PAYERS = ["Illinois Department of Employment Security", "State of Ohio Department of Taxation", |
| "Wisconsin Department of Revenue"] |
| BUSINESSES = ["Bright Pixel Design LLC", "Maple Street Bakery", "Riverbend Landscaping", "Copperline Consulting"] |
|
|
| |
| |
| |
|
|
| FORMS: dict[str, dict] = { |
| "W-2": { |
| "form": "W-2", "titles": ["Wage and Tax Statement"], "omb": "1545-0029", |
| "copies": ["Copy B—To Be Filed With Employee's FEDERAL Tax Return.", "Copy C—For EMPLOYEE'S RECORDS", |
| "Copy 2—To Be Filed With Employee's State, City, or Local Income Tax Return"], |
| "parties": ("c Employer's name, address, and ZIP code", "e Employee's first name and initial Last name", |
| "b Employer identification number (EIN)", "a Employee's social security number"), |
| "payer_pool": "EMPLOYERS", |
| "boxes": [("1", "Wages, tips, other compensation", "money"), ("2", "Federal income tax withheld", "small_money"), |
| ("3", "Social security wages", "money"), ("4", "Social security tax withheld", "small_money"), |
| ("5", "Medicare wages and tips", "money"), ("6", "Medicare tax withheld", "small_money"), |
| ("12a", "See instructions for box 12", "code"), ("13", "Retirement plan", "check"), |
| ("15", "State Employer's state ID number", "state"), ("16", "State wages, tips, etc.", "money"), |
| ("17", "State income tax", "small_money"), ("d", "Control number", "count")], |
| }, |
| "W-2C": { |
| "form": "W-2c", "titles": ["Corrected Wage and Tax Statement"], "omb": "1545-0008", |
| "copies": ["Copy B—To Be Filed With Employee's Federal Tax Return", "Copy C—For Employee's Records"], |
| "parties": ("c Employer's name, address, and ZIP code", "f Employee's first name and initial Last name", |
| "b Employer's Federal EIN", "d Employee's correct SSN"), |
| "payer_pool": "EMPLOYERS", |
| "boxes": [("a", "Tax year/Form corrected", "text_year"), |
| ("1", "Wages, tips, other compensation Previously reported", "money"), |
| ("1", "Wages, tips, other compensation Correct information", "money"), |
| ("2", "Federal income tax withheld Previously reported", "small_money"), |
| ("2", "Federal income tax withheld Correct information", "small_money"), |
| ("3", "Social security wages Previously reported", "money"), |
| ("3", "Social security wages Correct information", "money")], |
| }, |
| "W-2G": { |
| "form": "W-2G", "titles": ["Certain Gambling Winnings"], "omb": "1545-0238", |
| "copies": ["Copy B Report this income on your federal tax return.", "Copy C For Winner's Records"], |
| "parties": ("PAYER'S name, street address, city or town, province or state, country, and ZIP", |
| "WINNER'S name", "PAYER'S federal identification number", "WINNER'S taxpayer identification no."), |
| "payer_pool": "CASINOS", |
| "boxes": [("1", "Reportable winnings", "money"), ("2", "Date won", "date"), ("3", "Type of wager", "wager"), |
| ("4", "Federal income tax withheld", "small_money"), ("5", "Transaction", "count"), |
| ("7", "Winnings from identical wagers", "small_money"), ("8", "Cashier", "count"), |
| ("10", "Window", "count"), ("14", "State winnings", "money"), |
| ("15", "State income tax withheld", "small_money")], |
| }, |
| "1099-INT": { |
| "form": "1099-INT", "titles": ["Interest Income"], "omb": "1545-0112", |
| "copies": ["Copy B For Recipient", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "RECIPIENT'S name", "PAYER'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "BANKS", |
| "boxes": [("1", "Interest income", "small_money"), ("2", "Early withdrawal penalty", "zero"), |
| ("3", "Interest on U.S. Savings Bonds and Treasury obligations", "zero"), |
| ("4", "Federal income tax withheld", "zero"), ("5", "Investment expenses", "zero"), |
| ("8", "Tax-exempt interest", "zero"), ("11", "Bond premium", "zero"), |
| ("15", "State", "state"), ("17", "State tax withheld", "zero")], |
| }, |
| "1099-DIV": { |
| "form": "1099-DIV", "titles": ["Dividends and Distributions"], "omb": "1545-0110", |
| "copies": ["Copy B For Recipient", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "RECIPIENT'S name", "PAYER'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "BROKERS", |
| "boxes": [("1a", "Total ordinary dividends", "small_money"), ("1b", "Qualified dividends", "small_money"), |
| ("2a", "Total capital gain distr.", "small_money"), ("2b", "Unrecap. Sec. 1250 gain", "zero"), |
| ("3", "Nondividend distributions", "zero"), ("4", "Federal income tax withheld", "zero"), |
| ("5", "Section 199A dividends", "small_money"), ("7", "Foreign tax paid", "small_money"), |
| ("12", "Exempt-interest dividends", "zero")], |
| }, |
| "1099-B": { |
| "form": "1099-B", "titles": ["Proceeds From Broker and Barter Exchange Transactions"], "omb": "1545-0715", |
| "copies": ["Copy B For Recipient", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code", |
| "RECIPIENT'S name", "PAYER'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "BROKERS", |
| "boxes": [("1a", "Description of property", "security"), ("1b", "Date acquired", "date"), |
| ("1c", "Date sold or disposed", "date"), ("1d", "Proceeds", "money"), |
| ("1e", "Cost or other basis", "money"), ("1g", "Wash sale loss disallowed", "zero"), |
| ("2", "Short-term gain or loss / Long-term gain or loss", "term"), |
| ("4", "Federal income tax withheld", "zero"), ("5", "Check if noncovered security", "check"), |
| ("6", "Reported to IRS: Gross proceeds", "check")], |
| }, |
| "1099-R": { |
| "form": "1099-R", |
| "titles": ["Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc."], |
| "omb": "1545-0119", |
| "copies": ["Copy B Report this income on your federal tax return.", "Copy C For Recipient's Records"], |
| "parties": ("PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.", |
| "RECIPIENT'S name", "PAYER'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "RETIREMENT_ADMINS", |
| "boxes": [("1", "Gross distribution", "money"), ("2a", "Taxable amount", "money"), |
| ("2b", "Taxable amount not determined", "check"), ("4", "Federal income tax withheld", "small_money"), |
| ("5", "Employee contributions/Designated Roth contributions or insurance premiums", "zero"), |
| ("7", "Distribution code(s)", "dist_code"), ("7", "IRA/SEP/SIMPLE", "check"), |
| ("14", "State tax withheld", "small_money"), ("16", "State distribution", "money")], |
| }, |
| "1099-NEC": { |
| "form": "1099-NEC", "titles": ["Nonemployee Compensation"], "omb": "1545-0116", |
| "copies": ["Copy B For Recipient", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "RECIPIENT'S name", "PAYER'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "BUSINESSES", |
| "boxes": [("1", "Nonemployee compensation", "money"), |
| ("2", "Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale", "check"), |
| ("4", "Federal income tax withheld", "zero"), ("5", "State tax withheld", "zero"), |
| ("6", "State/Payer's state no.", "state"), ("7", "State income", "money")], |
| }, |
| "1099-MISC": { |
| "form": "1099-MISC", "titles": ["Miscellaneous Information"], "omb": "1545-0115", |
| "copies": ["Copy B For Recipient", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "RECIPIENT'S name", "PAYER'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "BUSINESSES", |
| "boxes": [("1", "Rents", "money"), ("2", "Royalties", "zero"), ("3", "Other income", "small_money"), |
| ("4", "Federal income tax withheld", "zero"), ("6", "Medical and health care payments", "zero"), |
| ("10", "Gross proceeds paid to an attorney", "zero"), ("16", "State tax withheld", "zero"), |
| ("18", "State income", "money")], |
| }, |
| "1099-G": { |
| "form": "1099-G", "titles": ["Certain Government Payments"], "omb": "1545-0120", |
| "copies": ["Copy B For Recipient", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "RECIPIENT'S name", "PAYER'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "GOV_PAYERS", |
| "boxes": [("1", "Unemployment compensation", "money"), ("2", "State or local income tax refunds, credits, or offsets", "small_money"), |
| ("3", "Box 2 amount is for tax year", "text_year"), ("4", "Federal income tax withheld", "small_money"), |
| ("6", "Taxable grants", "zero"), ("7", "Agriculture payments", "zero"), |
| ("10a", "State", "state"), ("11", "State income tax withheld", "zero")], |
| }, |
| "1099-K": { |
| "form": "1099-K", "titles": ["Payment Card and Third Party Network Transactions"], "omb": "1545-2205", |
| "copies": ["Copy B For Payee", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "PAYEE'S name", "FILER'S TIN", "PAYEE'S TIN"), |
| "payer_pool": "PAYMENT_PROCESSORS", |
| "boxes": [("1a", "Gross amount of payment card/third party network transactions", "money"), |
| ("1b", "Card Not Present transactions", "money"), ("2", "Merchant category code", "count"), |
| ("3", "Number of payment transactions", "count"), ("4", "Federal income tax withheld", "zero"), |
| ("5a", "January", "small_money"), ("5b", "February", "small_money"), ("5c", "March", "small_money"), |
| ("6", "State", "state"), ("8", "State income tax withheld", "zero")], |
| }, |
| "1099-SA": { |
| "form": "1099-SA", "titles": ["Distributions From an HSA, Archer MSA, or Medicare Advantage MSA"], "omb": "1545-1517", |
| "copies": ["Copy B For Recipient", "This information is being furnished to the IRS."], |
| "parties": ("TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code", |
| "RECIPIENT'S name", "PAYER'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "HSA_TRUSTEES", |
| "boxes": [("1", "Gross distribution", "small_money"), ("2", "Earnings on excess cont.", "zero"), |
| ("3", "Distribution code", "code1"), ("4", "FMV on date of death", "zero"), |
| ("5", "HSA / Archer MSA / MA MSA", "hsa")], |
| }, |
| "1099-Q": { |
| "form": "1099-Q", "titles": ["Payments From Qualified Education Programs (Under Sections 529 and 530)"], "omb": "1545-1760", |
| "copies": ["Copy B For Recipient", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code", |
| "RECIPIENT'S name", "PAYER'S/TRUSTEE'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "BROKERS", |
| "boxes": [("1", "Gross distribution", "money"), ("2", "Earnings", "small_money"), ("3", "Basis", "money"), |
| ("4", "Trustee-to-trustee transfer", "check"), ("5", "Qualified tuition program—Private or State / Coverdell ESA", "check"), |
| ("6", "If this box is checked, the recipient is not the designated beneficiary", "check")], |
| }, |
| "1099-S": { |
| "form": "1099-S", "titles": ["Proceeds From Real Estate Transactions"], "omb": "1545-0997", |
| "copies": ["Copy B For Transferor", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code", |
| "TRANSFEROR'S name", "FILER'S TIN", "TRANSFEROR'S TIN"), |
| "payer_pool": "TITLE_COMPANIES", |
| "boxes": [("1", "Date of closing", "date"), ("2", "Gross proceeds", "big_money"), |
| ("3", "Address or legal description (including city, state, and ZIP code)", "address"), |
| ("4", "Check here if the transferor received or will receive property or services as part of the consideration", "check"), |
| ("5", "Check here if the transferor is a foreign person", "check"), |
| ("6", "Buyer's part of real estate tax", "small_money")], |
| }, |
| "1099-C": { |
| "form": "1099-C", "titles": ["Cancellation of Debt"], "omb": "1545-1424", |
| "copies": ["Copy B For Debtor", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "DEBTOR'S name", "CREDITOR'S TIN", "DEBTOR'S TIN"), |
| "payer_pool": "CARD_ISSUERS", |
| "boxes": [("1", "Date of identifiable event", "date"), ("2", "Amount of debt discharged", "money"), |
| ("3", "Interest, if included in box 2", "small_money"), ("4", "Debt description", "debt"), |
| ("5", "If checked, the debtor was personally liable for repayment of the debt", "check"), |
| ("6", "Identifiable event code", "code1"), ("7", "Fair market value of property", "zero")], |
| }, |
| "1099-DA": { |
| "form": "1099-DA", "titles": ["Digital Asset Proceeds From Broker Transactions"], "omb": None, |
| "copies": ["Copy B For Recipient", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "RECIPIENT'S name", "BROKER'S TIN", "RECIPIENT'S TIN"), |
| "payer_pool": "EXCHANGES", |
| "boxes": [("", "Digital asset name", "coin"), ("", "Number of units", "units"), |
| ("", "Date acquired", "date"), ("", "Date sold or disposed", "date"), |
| ("", "Proceeds", "money"), ("", "Cost or other basis", "money"), |
| ("", "Federal income tax withheld", "zero")], |
| }, |
| "1098": { |
| "form": "1098", "titles": ["Mortgage Interest Statement"], "omb": "1545-1380", |
| "copies": ["Copy B For Payer/Borrower", "The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the IRS."], |
| "parties": ("RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "PAYER'S/BORROWER'S name", "RECIPIENT'S/LENDER'S TIN", "PAYER'S/BORROWER'S TIN"), |
| "payer_pool": "SERVICERS", |
| "boxes": [("1", "Mortgage interest received from payer(s)/borrower(s)", "money"), |
| ("2", "Outstanding mortgage principal", "big_money"), ("3", "Mortgage origination date", "date"), |
| ("4", "Refund of overpaid interest", "zero"), ("5", "Mortgage insurance premiums", "zero"), |
| ("6", "Points paid on purchase of principal residence", "zero"), |
| ("8", "Address or description of property securing mortgage", "address"), |
| ("9", "Number of properties securing the mortgage", "one"), ("10", "Other", "small_money"), |
| ("11", "Mortgage acquisition date", "date")], |
| }, |
| "1098-T": { |
| "form": "1098-T", "titles": ["Tuition Statement"], "omb": "1545-1574", |
| "copies": ["Copy B For Student", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number", |
| "STUDENT'S name", "FILER'S employer identification no.", "STUDENT'S TIN"), |
| "payer_pool": "SCHOOLS", |
| "boxes": [("1", "Payments received for qualified tuition and related expenses", "money"), |
| ("4", "Adjustments made for a prior year", "zero"), ("5", "Scholarships or grants", "small_money"), |
| ("6", "Adjustments to scholarships or grants for a prior year", "zero"), |
| ("8", "Checked if at least half-time student", "check"), ("9", "Checked if a graduate student", "check")], |
| }, |
| "1098-E": { |
| "form": "1098-E", "titles": ["Student Loan Interest Statement"], "omb": "1545-1576", |
| "copies": ["Copy B For Borrower", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number", |
| "BORROWER'S name", "RECIPIENT'S TIN", "BORROWER'S TIN"), |
| "payer_pool": "LENDERS", |
| "boxes": [("1", "Student loan interest received by lender", "small_money"), |
| ("2", "If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004", "check")], |
| }, |
| "1098-C": { |
| "form": "1098-C", "titles": ["Contributions of Motor Vehicles, Boats, and Airplanes"], "omb": "1545-1959", |
| "copies": ["Copy B For Donor", "This is important tax information and is being furnished to the IRS."], |
| "parties": ("DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.", |
| "DONOR'S name", "DONEE'S TIN", "DONOR'S TIN"), |
| "payer_pool": "CHARITIES", |
| "boxes": [("1", "Date of contribution", "date"), ("2a", "Odometer mileage", "count"), ("2b", "Year", "text_year"), |
| ("2c", "Make", "make"), ("2d", "Model", "model"), ("3", "Vehicle or other identification number", "vin"), |
| ("4a", "Donee certifies that vehicle was sold in arm's length transaction to unrelated party", "check"), |
| ("4c", "Gross proceeds from sale", "small_money"), |
| ("6a", "Did you provide goods or services in exchange for the vehicle?", "yesno")], |
| }, |
| "5498": { |
| "form": "5498", "titles": ["IRA Contribution Information"], "omb": "1545-0747", |
| "copies": ["Copy B For Participant", "This information is being furnished to the IRS."], |
| "parties": ("TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code", |
| "PARTICIPANT'S name", "TRUSTEE'S or ISSUER'S TIN", "PARTICIPANT'S TIN"), |
| "payer_pool": "BROKERS", |
| "boxes": [("1", "IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a)", "small_money"), |
| ("2", "Rollover contributions", "zero"), ("3", "Roth IRA conversion amount", "zero"), |
| ("5", "Fair market value of account", "big_money"), ("7", "IRA / SEP / SIMPLE / Roth IRA", "ira"), |
| ("10", "Roth IRA contributions", "small_money"), ("11", "Check if RMD for next year", "check")], |
| }, |
| "5498-SA": { |
| "form": "5498-SA", "titles": ["HSA, Archer MSA, or Medicare Advantage MSA Information"], "omb": "1545-1518", |
| "copies": ["Copy B For Participant", "This information is being furnished to the IRS."], |
| "parties": ("TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code", |
| "PARTICIPANT'S name", "TRUSTEE'S TIN", "PARTICIPANT'S TIN"), |
| "payer_pool": "HSA_TRUSTEES", |
| "boxes": [("1", "Employee or self-employed person's Archer MSA contributions", "zero"), |
| ("2", "Total contributions made in the tax year", "small_money"), |
| ("3", "Total HSA or Archer MSA contributions made in the following year for the tax year", "zero"), |
| ("4", "Rollover contributions", "zero"), ("5", "Fair market value of HSA, Archer MSA, or MA MSA", "money"), |
| ("6", "HSA / Archer MSA / MA MSA", "hsa")], |
| }, |
| "5498-ESA": { |
| "form": "5498-ESA", "titles": ["Coverdell ESA Contribution Information"], "omb": "1545-1815", |
| "copies": ["Copy B For Beneficiary", "This information is being furnished to the IRS."], |
| "parties": ("TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code", |
| "BENEFICIARY'S name", "TRUSTEE'S TIN", "BENEFICIARY'S TIN"), |
| "payer_pool": "BROKERS", |
| "boxes": [("1", "Coverdell ESA contributions", "small_money"), ("2", "Rollover contributions", "zero")], |
| }, |
| "1095-A": { |
| "form": "1095-A", "titles": ["Health Insurance Marketplace Statement"], "omb": "1545-2232", |
| "copies": ["VOID CORRECTED", "Do not attach to your tax return. Keep for your records."], |
| "parties": ("Part I Recipient Information", "1 Marketplace identifier", "2 Marketplace-assigned policy number", |
| "3 Policy issuer's name"), |
| "payer_pool": "INSURERS", |
| "boxes": [("Part III", "Coverage Information", "none"), ("21", "January A. Monthly enrollment premiums", "small_money"), |
| ("21", "B. Monthly second lowest cost silver plan (SLCSP) premium", "small_money"), |
| ("21", "C. Monthly advance payment of premium tax credit", "small_money"), |
| ("33", "Annual Totals", "money")], |
| }, |
| "1095-B": { |
| "form": "1095-B", "titles": ["Health Coverage"], "omb": "1545-2252", |
| "copies": ["VOID CORRECTED", "Department of the Treasury Internal Revenue Service"], |
| "parties": ("Part I Responsible Individual", "Part III Issuer or Other Coverage Provider", |
| "16 Name", "17 Employer identification number (EIN)"), |
| "payer_pool": "INSURERS", |
| "boxes": [("8", "Enter letter identifying Origin of the Health Coverage", "origin"), |
| ("Part IV", "Covered Individuals (a) Name of covered individual(s)", "person"), |
| ("(d)", "Covered all 12 months", "check")], |
| }, |
| "1095-C": { |
| "form": "1095-C", "titles": ["Employer-Provided Health Insurance Offer and Coverage"], "omb": "1545-2251", |
| "copies": ["VOID CORRECTED", "Department of the Treasury Internal Revenue Service"], |
| "parties": ("Part I Employee", "Applicable Large Employer Member (Employer)", |
| "7 Name of employer", "8 Employer identification number (EIN)"), |
| "payer_pool": "EMPLOYERS", |
| "boxes": [("14", "Offer of Coverage (enter required code) All 12 Months", "offer"), |
| ("15", "Employee Required Contribution (see instructions)", "small_money"), |
| ("16", "Section 4980H Safe Harbor and Other Relief (enter code, if applicable)", "safe"), |
| ("", "Plan Start Month (enter 2-digit number)", "month")], |
| }, |
| "1040": { |
| "form": "1040", "titles": ["U.S. Individual Income Tax Return"], "omb": "1545-0074", |
| "copies": ["Department of the Treasury—Internal Revenue Service", "IRS Use Only—Do not write or staple in this space."], |
| "parties": ("Your first name and middle initial Last name", "Home address (number and street)", |
| "Your social security number", "Filing Status"), |
| "payer_pool": None, |
| "boxes": [("1a", "Total amount from Form(s) W-2, box 1", "money"), ("2b", "Taxable interest", "small_money"), |
| ("3b", "Ordinary dividends", "small_money"), ("9", "Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income", "money"), |
| ("11", "Subtract line 10 from line 9. This is your adjusted gross income", "money"), |
| ("12", "Standard deduction or itemized deductions (from Schedule A)", "money"), |
| ("15", "Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income", "money"), |
| ("24", "Add lines 22 and 23. This is your total tax", "small_money"), |
| ("33", "Add lines 25d, 26, and 32. These are your total payments", "small_money"), |
| ("37", "Subtract line 33 from line 24. This is the amount you owe", "small_money")], |
| }, |
| "1040-X": { |
| "form": "1040-X", "titles": ["Amended U.S. Individual Income Tax Return"], "omb": "1545-0074", |
| "copies": ["Department of the Treasury—Internal Revenue Service", "This return is for calendar year"], |
| "parties": ("Your first name and middle initial Last name", "Home address (number and street)", |
| "Your social security number", "Filing status"), |
| "payer_pool": None, |
| "boxes": [("1", "Adjusted gross income A. Original amount", "money"), ("1", "B. Net change", "small_money"), |
| ("1", "C. Correct amount", "money"), ("5", "Taxable income", "money"), |
| ("6", "Tax liability", "small_money"), ("Part II", "Explanation of Changes", "explain")], |
| }, |
| "1040-ES": { |
| "form": "1040-ES", "titles": ["Estimated Tax for Individuals", "Payment Voucher"], "omb": "1545-0074", |
| "copies": ["File only if you are making a payment of estimated tax by check or money order.", |
| "Mail this voucher with your check or money order payable to \"United States Treasury.\""], |
| "parties": ("Your first name and middle initial Your last name", "Address (number, street, and apt. no.)", |
| "Your social security number", "Calendar year—Due"), |
| "payer_pool": None, |
| "boxes": [("", "Amount of estimated tax you are paying by check or money order.", "small_money"), |
| ("", "Voucher", "voucher"), ("", "Calendar year—Due", "due")], |
| }, |
| "K-1-1065": { |
| "form": "Schedule K-1 (Form 1065)", "titles": ["Partner's Share of Income, Deductions, Credits, etc."], "omb": "1545-0123", |
| "copies": ["Final K-1 Amended K-1", "Department of the Treasury Internal Revenue Service"], |
| "parties": ("Part I Information About the Partnership", "Part II Information About the Partner", |
| "A Partnership's employer identification number", "E Partner's SSN or TIN"), |
| "payer_pool": "PARTNERSHIPS", |
| "boxes": [("1", "Ordinary business income (loss)", "signed"), ("2", "Net rental real estate income (loss)", "signed"), |
| ("4a", "Guaranteed payments for services", "zero"), ("5", "Interest income", "small_money"), |
| ("14", "Self-employment earnings (loss)", "signed"), ("19", "Distributions", "small_money"), |
| ("L", "Partner's Capital Account Analysis Beginning capital account", "money"), |
| ("L", "Ending capital account", "money")], |
| }, |
| "K-1-1120-S": { |
| "form": "Schedule K-1 (Form 1120-S)", "titles": ["Shareholder's Share of Income, Deductions, Credits, etc."], "omb": "1545-0123", |
| "copies": ["Final K-1 Amended K-1", "Department of the Treasury Internal Revenue Service"], |
| "parties": ("Part I Information About the Corporation", "Part II Information About the Shareholder", |
| "A Corporation's employer identification number", "E Shareholder's identifying number"), |
| "payer_pool": "SCORPS", |
| "boxes": [("1", "Ordinary business income (loss)", "signed"), ("4", "Interest income", "small_money"), |
| ("5a", "Ordinary dividends", "zero"), ("16", "Items affecting shareholder basis", "code"), |
| ("17", "Other information", "code"), ("G", "Current year allocation percentage", "percent")], |
| }, |
| "K-1-1041": { |
| "form": "Schedule K-1 (Form 1041)", "titles": ["Beneficiary's Share of Income, Deductions, Credits, etc."], "omb": "1545-0092", |
| "copies": ["Final K-1 Amended K-1", "Department of the Treasury Internal Revenue Service"], |
| "parties": ("Part I Information About the Estate or Trust", "Part II Information About the Beneficiary", |
| "A Estate's or trust's employer identification number", "C Beneficiary's identifying number"), |
| "payer_pool": "TRUSTS", |
| "boxes": [("1", "Interest income", "small_money"), ("2a", "Ordinary dividends", "small_money"), |
| ("3", "Net short-term capital gain", "zero"), ("4a", "Net long-term capital gain", "small_money"), |
| ("5", "Other portfolio and nonbusiness income", "zero"), ("14", "Other information", "code")], |
| }, |
| "W-9": { |
| "form": "W-9", "titles": ["Request for Taxpayer Identification Number and Certification"], "omb": None, |
| "copies": ["Give form to the requester. Do not send to the IRS.", "(Rev. March 2024)"], |
| "parties": ("1 Name of entity/individual. An entry is required.", "2 Business name/disregarded entity name, if different from above.", |
| "Part I Taxpayer Identification Number (TIN)", "Part II Certification"), |
| "payer_pool": None, |
| "boxes": [("3a", "Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1", "classification"), |
| ("5", "Address (number, street, and apt. or suite no.)", "address"), |
| ("", "Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number", "none"), |
| ("", "Signature of U.S. person", "none")], |
| }, |
| "8949": { |
| "form": "8949", "titles": ["Sales and Other Dispositions of Capital Assets"], "omb": "1545-0074", |
| "copies": ["Attach to your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D.", |
| "Department of the Treasury Internal Revenue Service"], |
| "parties": ("Name(s) shown on return", "Social security number or taxpayer identification number", |
| "Part I Short-Term.", "Part II Long-Term."), |
| "payer_pool": None, |
| "boxes": [("(a)", "Description of property", "security"), ("(b)", "Date acquired", "date"), |
| ("(c)", "Date sold or disposed of", "date"), ("(d)", "Proceeds (sales price)", "money"), |
| ("(e)", "Cost or other basis", "money"), ("(h)", "Gain or (loss)", "signed")], |
| }, |
| "SCHEDULE-C": { |
| "form": "SCHEDULE C (Form 1040)", "titles": ["Profit or Loss From Business (Sole Proprietorship)"], "omb": "1545-0074", |
| "copies": ["Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065.", |
| "Department of the Treasury Internal Revenue Service"], |
| "parties": ("Name of proprietor", "Social security number (SSN)", "A Principal business or profession, including product or service", |
| "C Business name. If no separate business name, leave blank."), |
| "payer_pool": None, |
| "boxes": [("1", "Gross receipts or sales", "money"), ("7", "Gross income", "money"), ("8", "Advertising", "small_money"), |
| ("9", "Car and truck expenses", "small_money"), ("18", "Office expense", "small_money"), |
| ("28", "Total expenses before expenses for business use of home", "money"), |
| ("31", "Net profit or (loss)", "signed")], |
| }, |
| } |
|
|
| EXTRA_POOLS = { |
| "CASINOS": ["Lucky River Casino", "Harbor Lights Gaming Resort", "Prairie Downs Racetrack"], |
| "PAYMENT_PROCESSORS": ["PayStream Networks Inc.", "Harbor Merchant Services", "Northwind Payments LLC"], |
| "TITLE_COMPANIES": ["Cedar Title & Escrow", "Lakeshore Closing Services", "Summit Land Title Co."], |
| } |
|
|
| |
| |
|
|
| OTHER_TAX_FORMS = [ |
| ("SSA-1099", "Social Security Benefit Statement", ["Box 3. Benefits Paid in", "Box 4. Benefits Repaid to SSA in", |
| "Box 5. Net Benefits for", "Box 6. Voluntary Federal Income Tax Withholding"]), |
| ("RRB-1099", "Payments by the Railroad Retirement Board", ["Social Security Equivalent Benefit Portion of Tier 1", |
| "Gross Social Security Equivalent Benefit Portion of Tier 1 Paid"]), |
| ("1099-LTC", "Long-Term Care and Accelerated Death Benefits", ["1 Gross long-term care benefits paid", |
| "2 Accelerated death benefits paid", "3 Per diem / Reimbursed amount"]), |
| ("1099-PATR", "Taxable Distributions Received From Cooperatives", ["1 Patronage dividends", "2 Nonpatronage distributions", |
| "3 Per-unit retain allocations"]), |
| ("1042-S", "Foreign Person's U.S. Source Income Subject to Withholding", ["1 Income code", "2 Gross income", |
| "3 Chapter indicator", "7a Federal tax withheld"]), |
| ("3922", "Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)", |
| ["1 Date option granted", "2 Date option exercised", "3 Fair market value per share on grant date", |
| "5 Exercise price paid per share", "6 Number of shares transferred"]), |
| ("3921", "Exercise of an Incentive Stock Option Under Section 422(b)", |
| ["1 Date option granted", "2 Date option exercised", "3 Exercise price per share", |
| "4 Fair market value per share on exercise date", "5 No. of shares transferred"]), |
| ("2439", "Notice to Shareholder of Undistributed Long-Term Capital Gains", |
| ["1a Total undistributed long-term capital gains", "1b Unrecaptured section 1250 gain", "2 Tax paid by the RIC or REIT"]), |
| ("8606", "Nondeductible IRAs", ["Part I Nondeductible Contributions to Traditional IRAs and Distributions", |
| "1 Enter your nondeductible contributions to traditional IRAs", "2 Enter your total basis in traditional IRAs"]), |
| ("1099-QA", "Distributions From ABLE Accounts", ["1 Gross distribution", "2 Earnings", "3 Basis", "4 Program-to-program transfer"]), |
| ("5498-QA", "ABLE Account Contribution Information", ["1 ABLE contributions", "2 Rollover contributions", |
| "4 Fair market value of ABLE account"]), |
| ("1098-Q", "Qualifying Longevity Annuity Contract Information", ["1 Annuity start date", "2 Amount of premiums", |
| "4 Fair market value of QLAC"]), |
| ("IL-1040", "Illinois Individual Income Tax Return", ["Step 1: Personal Information", "Step 2: Income", |
| "1 Federal adjusted gross income from your federal Form 1040 or 1040-SR, Line 11"]), |
| ("540", "California Resident Income Tax Return", ["Filing Status", "13 Federal adjusted gross income from federal Form 1040 or 1040-SR, line 11", |
| "17 California adjusted gross income"]), |
| ("IT-201", "Resident Income Tax Return (New York State)", ["Filing status", "1 Wages, salaries, tips, etc.", |
| "19 Federal adjusted gross income"]), |
| ("1099-H", "Health Coverage Tax Credit (HCTC) Advance Payments", ["1 Amount of HCTC advance payments", |
| "2 No. of mos. HCTC payments received"]), |
| ] |
|
|
| |
| |
|
|
| UNKNOWN_KINDS = [ |
| ("utility_bill", ["{utility}", "Your Electric Bill"], ["Service address: {address}", "Billing period: {period}", |
| "Previous reading 41,203 kWh Current reading 42,018 kWh", "Total amount due {money}", "Due date {date}", |
| "Pay online, by phone, or by mail. Late payments may incur a fee."]), |
| ("phone_bill", ["{telco}", "Wireless Statement"], ["Account number {acct}", "Bill period {period}", |
| "Plan: Unlimited Talk & Text", "Device installment 12 of 24", "Taxes, surcharges & fees {small}", "Total due {money}"]), |
| ("lease", ["RESIDENTIAL LEASE AGREEMENT"], ["This Lease is entered into on {date} between {name} (\"Tenant\") and {company} (\"Landlord\").", |
| "Premises: {address}", "Term: 12 months beginning {date}", "Monthly rent: {money} due on the 1st of each month", |
| "Security deposit: {money}", "Tenant shall not sublet the Premises without written consent."]), |
| ("vehicle_registration", ["DEPARTMENT OF MOTOR VEHICLES", "Vehicle Registration Renewal Notice"], |
| ["Plate number {plate}", "VIN {vin}", "Year/Make/Model {year} {make} {model}", "Registration fee {small}", |
| "Expires {date}", "Proof of insurance is required."]), |
| ("jury_summons", ["SUMMONS FOR JURY SERVICE", "Circuit Court of {county}"], ["You are summoned to appear for jury service on {date} at 8:30 a.m.", |
| "Juror number {acct}", "Complete the questionnaire online within 10 days.", "Failure to appear may result in a fine."]), |
| ("school_newsletter", ["{school} Family Newsletter"], ["Upcoming events: Science fair on {date}", |
| "Picture day reminder", "Cafeteria menu updates", "Volunteer sign-up for the fall festival"]), |
| ("offer_letter", ["{employer}"], ["Dear {name},", "We are pleased to offer you the position of Operations Analyst.", |
| "Your starting annual salary will be {money}, paid biweekly.", "Your start date is {date}.", |
| "This offer is contingent on a background check."]), |
| ("travel_itinerary", ["Trip Confirmation", "Booking reference {plate}"], ["Passenger: {name}", |
| "Flight 482 departs {date} 7:45 AM", "Seat 14C Economy", "Total fare {money}", "Baggage allowance: 1 personal item"]), |
| ("credit_report", ["Your Credit Report"], ["Report date: {date}", "Accounts in good standing: 7", |
| "Hard inquiries in the last 24 months: 2", "Revolving utilization: 18%", "This report is not a tax document."]), |
| ("bank_marketing", ["{bank}"], ["Earn a $300 bonus when you open a new checking account!", |
| "Offer ends {date}.", "Minimum opening deposit {small}.", "Member FDIC. Equal Housing Lender."]), |
| ("tax_prep_flyer", ["Tax season is here!"], ["File with confidence. Maximum refund guaranteed.", |
| "Bring your W-2s, 1099s, and last year's return.", "Book an appointment by {date} and save 20%.", |
| "This flyer is an advertisement, not a tax form."]), |
| ("medical_eob_letter", ["{insurer}", "Prior authorization decision"], ["Member: {name}", |
| "Request received {date}", "Your request for an MRI has been approved.", "This letter is not a bill."]), |
| ("hoa_notice", ["{company} Homeowners Association"], ["Annual meeting {date} 7:00 PM, Clubhouse", |
| "2026 assessment: {money} per year", "Pool hours change on Labor Day."]), |
| ("warranty", ["Product Registration and Limited Warranty"], ["Model {model} Serial {vin}", |
| "Purchase date {date}", "This product is warranted against defects for 1 year.", "Keep your receipt."]), |
| ("parking_citation", ["CITY OF {city_upper}", "PARKING CITATION"], ["Citation number {acct}", "Date/time {date} 2:14 PM", |
| "Violation: Expired meter", "Fine {small}", "Pay within 21 days to avoid a late penalty."]), |
| ("pet_vaccine", ["{clinic} Veterinary", "Vaccination Certificate"], ["Patient: Biscuit (canine)", |
| "Rabies vaccine administered {date}", "Next due {date}", "Veterinarian signature on file"]), |
| ("blank_scan", ["Page 1"], ["", " . ", "|||", "scan quality too low"]), |
| ("resume", ["{name}", "Resume"], ["Experience: Senior Analyst, {employer} (2019–present)", |
| "Education: B.S. Accounting", "Skills: Excel, SQL, reconciliations"]), |
| ("password_email", ["Reset your password"], ["Hi {name},", "We received a request to reset your password.", |
| "This link expires in 30 minutes.", "If you did not request this, ignore this email."]), |
| ("recipe", ["Grandma's Banana Bread"], ["3 ripe bananas", "1/3 cup melted butter", "Bake at 350°F for 60 minutes"]), |
| ("contacts_csv", ["Contacts export"], ["Name,Email,Phone,Company", "{name},{email},{phone},{employer}", |
| "{name},{email},{phone},", "{name},{email},{phone},{company}"]), |
| ("workout_log", ["Activity log"], ["Date,Activity,Distance (mi),Duration,Calories", "{date},Run,3.10,00:28:41,{count}", |
| "{date},Bike,12.40,00:51:02,{count}", "{date},Walk,2.00,00:40:10,{count}"]), |
| ("inventory_sheet", ["Inventory"], ["SKU,Item,On Hand,Reorder Point,Unit Cost", "A-{count},Paper towels,{count},10,{small}", |
| "B-{count},Printer toner,{count},2,{small}", "C-{count},Coffee beans 2lb,{count},5,{small}"]), |
| ("gradebook", ["Gradebook export"], ["Student,Assignment,Score,Max", "{name},Quiz 3,{count},100", "{name},Essay 1,{count},100", |
| "{name},Lab 2,{count},100"]), |
| ("timesheet", ["Project hours"], ["Date,Project,Task,Hours,Notes", "{date},Website redesign,Wireframes,6.5,", |
| "{date},Website redesign,Client call,1.0,follow-up", "{date},Internal,Admin,2.0,"]), |
| ("sensor_readings", ["Thermostat history"], ["Timestamp,Indoor Temp,Setpoint,Humidity,Mode", "{date} 08:00,68.5,70,41%,Heat", |
| "{date} 12:00,71.2,70,39%,Off", "{date} 18:00,69.8,70,40%,Heat"]), |
| ] |
|
|
| |
|
|
| SECURITIES = ["VTI", "AAPL", "MSFT", "VOO", "BND", "SCHD", "100 SH ACME CORP", "50 SH NORTHWIND INC", "FXAIX"] |
| COINS = ["Bitcoin (BTC)", "Ethereum (ETH)", "Solana (SOL)", "USD Coin (USDC)"] |
| MAKES = [("Toyota", "Corolla"), ("Honda", "Civic"), ("Ford", "F-150"), ("Subaru", "Outback")] |
| UTILITIES = ["Prairie Power & Light", "Cedar Valley Electric Co-op", "Harbor City Utilities"] |
| TELCOS = ["Northwind Wireless", "Summit Mobile", "Bluewater Telecom"] |
|
|
| |
| |
| FORMS["SCHEDULE-E"] = { |
| "form": "SCHEDULE E (Form 1040)", "titles": ["Supplemental Income and Loss"], "omb": "1545-0074", |
| "copies": ["(From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.)", |
| "Attach to Form 1040, 1040-SR, 1040-NR, or 1041."], |
| "parties": ("Name(s) shown on return", "Your social security number", |
| "Part I Income or Loss From Rental Real Estate and Royalties", "1a Physical address of each property"), |
| "payer_pool": None, |
| "boxes": [("1b", "Type of Property (from list below)", "count"), ("2", "Fair Rental Days / Personal Use Days", "count"), |
| ("3", "Rents received", "money"), ("9", "Insurance", "small_money"), ("12", "Mortgage interest paid to banks, etc.", "small_money"), |
| ("16", "Taxes", "small_money"), ("18", "Depreciation expense or depletion", "small_money"), |
| ("21", "Subtract line 20 from line 3 (rents) and/or 4 (royalties)", "signed"), |
| ("26", "Total rental real estate and royalty income or (loss)", "signed")], |
| } |
| FORMS["8283"] = { |
| "form": "8283", "titles": ["Noncash Charitable Contributions"], "omb": "1545-0074", |
| "copies": ["Attach one or more Forms 8283 to your tax return if you claimed a total deduction of over $500 for all contributed property.", |
| "Department of the Treasury Internal Revenue Service"], |
| "parties": ("Name(s) shown on your income tax return", "Identifying number", |
| "Section A. Donated Property of $5,000 or Less and Publicly Traded Securities", "(a) Name and address of the donee organization"), |
| "payer_pool": "CHARITIES", |
| "boxes": [("(b)", "If donated property is a vehicle (see instructions), check the box. Also enter the vehicle identification number", "none"), |
| ("(c)", "Description and condition of donated property", "goods"), ("(d)", "Date of the contribution", "date"), |
| ("(e)", "Date acquired by donor (mo., yr.)", "date"), ("(f)", "How acquired by donor", "how"), |
| ("(g)", "Donor's cost or adjusted basis", "small_money"), ("(h)", "Fair market value (see instructions)", "small_money"), |
| ("(i)", "Method used to determine the fair market value", "fmv")], |
| } |
|
|
