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112 lines
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6 KiB
Markdown
112 lines
No EOL
6 KiB
Markdown
# Fact Graph Library
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## About these Fact Graphs
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We made a limited number of starting assumptions for these filing status fact graphs. They are filled in so that TP1:
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* Has an SSN
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* Is a citizen
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* Is an age within DF's range of support
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* Lived and earned in a state that doesn't have its own state-specific questions in the flow (no AK, MD, NJ, or NY)
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* Is NOT a dependent taxpayer (unless as specific filing status scenario calls for it, like a dependent QSS taxpayer)
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<details>
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<summary>The goal a Utility Fact Graph</summary>
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**What we kept in mind when making these:**
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- The goal of a Utility Fact Graph is to save **manual testers** time on tax return fill-in as they test many different scenarios.
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- It's meant to be a no-frills foundation for further editing: it is not meant to capture the world of fact combinations that could result in a given filing status.
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- Because Data Import functionality now locks down the SSN/ITIN and Date of Birth fields for TP1 in the UI, we chose to make all these fact graphs with an SSN and a set age: over or under 65. If a tester needs an ITIN or a different DOB for TP1, they will have to manually change that in the fact graph json or just fill in a fresh return in the UI.
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**Utility fact graphs should:**
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* be limited to answers and choices contained in Section 1, You and your family
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* answer all questions that don't go to filing status determination in a vanilla way that doesn't lead to conditional questions or potential downstream effects
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* only add a person to the Family and household section if a qualifying person is required for filing status eligibility
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* avoid answering in ways that could impact things other than filing status (for example, even though a QSS qualifying person can be any age and a couple different relationship types, it could be confusing and potentially impact other tests if in the utility fact graph they were filled in as a 'foster child' instead of a biological child)
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</details>
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### How to use a fact graph in DF
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1. Copy the text of the entire fact graph you want to load into DF
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2. Start a new tax return in DF or use an existing return
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3. Go to the Account menu in DF
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4. Expand the accordion for "Upload data" that's in the orange box titled "Dev-only Control Panel"
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5. Paste the whole fact graph into the box labeled "Paste factgraph"
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6. Click "Upload fact graph from text"
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7. Say OK in the dialog box that pops up asking if you want to overwrite the existing return
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8. Go back to your tax return, your fact graph info should now be populated
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## Single Filing Status
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### Under 65
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* [Single (1995, MA)](fact-graphs/single_1995_ma.json)
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### Over 65
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* [Single (1940, MA)](fact-graphs/single-1940-MA.json)
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## Married Filing Jointly Filing Status
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### Under 65
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* [MFJ (1995, TN)](fact-graphs/mfj_1995_TN.json)
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### Over 65
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* [MFJ (1940, TN)](fact-graphs/mfj_1940_TN.json)
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## Married Filing Separately Filing Status
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### Under 65
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* [MFS (by choice, 1995, TN)](fact-graphs/mfs_by_choice_1995_TN.json)
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* [MFS (because spouse is NR, 1995, FL)](fact-graphs/mfs_w_nr_spouse_1995_FL.json)
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### Over 65
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* [MFS (by choice, 1940, TN)](fact-graphs/mfs_by_choice_1940_TN.json)
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* [MFS (because spouse is NR, 1940, FL)](fact-graphs/mfs_w_nr_spouse_1940_FL.json)
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## Head of Household Filing Status
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### Under 65
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* [HOH (TP unmarried, qp is their claimed dependent, 1995, TN)](fact-graphs/HOH_unmarried_claimed_dependent_1995_TN.json)
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* [HOH (TP unmarried, qp is non-dependent, 1995, TN)](fact-graphs/HOH_unmarried_with_nondependent_hoh-qp_1995_TN.json)
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* [HOH (TP considered unmarried for HOH, qp is their claimed dependent, 1995, TN)](fact-graphs/considered_unmarried_for_HOH_claimed_dep_qp_1995_TN.json)
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* [HOH (TP considered unmarried for HOH, married to nonresident and lived together last 6 months, claimed dependent, 1995, TN)](fact-graphs/fact-graph-2024-12-10-hoh-considered-unmarried-nra.json)
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* [HOH (TP considered unmarried for HOH, qp is non-dependent, 1995, TN)](fact-graphs/considered_unmarried_for_HOH_nondependent_hoh-qp_1995_TN.json)
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### Over 65
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* [HOH (TP unmarried, qp is their claimed dependent, 1940, TN)](fact-graphs/HOH_unmarried_claimed_dependent_1940_TN.json)
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* [HOH (TP unmarried, qp is non-dependent, 1940, TN)](fact-graphs/HOH_unmarried_with_nondependent_hoh-qp_1940_TN.json)
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* [HOH (TP considered unmarried for HOH, qp is their claimed dependent, 1940, TN)](fact-graphs/considered_unmarried_for_HOH_claimed_dep_qp_1940_TN.json)
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* [HOH (TP considered unmarried for HOH, qp is non-dependent, 1940, TN)](fact-graphs/considered_unmarried_for_HOH_nondependent_hoh-qp_1940_TN.json)
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## Qualifying Surviving Spouse Filing Status
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### Under 65
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* [QSS (QSS-qp is their claimed dependent, 1995, MA)](fact-graphs/QSS-1995-MA.json)
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* [QSS (QSS-qp is a non-dependent, 1995, MA)](fact-graphs/QSS-nondepQP-1995-MA.json)
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* Dependent Taxpayer QSS
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* [QSS (TP is dependent taxpayer, QSS-qp doesn't meet dependent tests, 1995, MA)](fact-graphs/QSS-dependentTP-nondepQP-1995-MA.json)
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* [QSS (TP is dependent taxpayer, QSS-qp meets dependent tests but TP can't claim them because TP is a dependent themselves, 1995, MA)](fact-graphs/QSS-dependentTP-QP-passes-dependent-tests-1995-MA.json)
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### Over 65
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* [QSS (QSS-qp is their claimed dependent, 1940, MA)](fact-graphs/QSS-1940-MA.json)
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* [QSS (QSS-qp is a non-dependent, 1940, MA)](fact-graphs/QSS-nondepQP-1940-MA.json)
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* Dependent Taxpayer QSS
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* [QSS (TP is dependent taxpayer, QSS-qp doesn't meet dependent tests, 1940, MA)](fact-graphs/QSS-dependentTP-nondepQP-1940-MA.json)
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* [QSS (TP is dependent taxpayer, QSS-qp meets dependent tests but TP can't claim them because TP is a dependent themselves, 1940, MA)](fact-graphs/QSS-dependentTP-QP-passes-dependent-tests-1940-MA.json)
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## Tailored situations
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* [Taxpayer with child who is their nondependent qualifying person for CDCC and EITC, but is not their nondependent qualifying person for HOH](fact-graphs/fact-graph-2024-12-11T19_29_51.720Z.json)
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* [Taxpayer who potentially qualifies for CTC, ODC, CDCC, and EITC and is about to start the Credits section in DF](fact-graphs/fg-baseline-start-credits-ctc-odc-cdcc-eitc.json) |