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Fact Graph Library
About these Fact Graphs
We made a limited number of starting assumptions for these filing status fact graphs. They are filled in so that TP1:
- Has an SSN
- Is a citizen
- Is an age within DF's range of support
- Lived and earned in a state that doesn't have its own state-specific questions in the flow (no AK, MD, NJ, or NY)
- Is NOT a dependent taxpayer (unless as specific filing status scenario calls for it, like a dependent QSS taxpayer)
The goal a Utility Fact Graph
What we kept in mind when making these:
- The goal of a Utility Fact Graph is to save manual testers time on tax return fill-in as they test many different scenarios.
- 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.
- 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.
Utility fact graphs should:
- be limited to answers and choices contained in Section 1, You and your family
- 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
- only add a person to the Family and household section if a qualifying person is required for filing status eligibility
- 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)
How to use a fact graph in DF
- Copy the text of the entire fact graph you want to load into DF
- Start a new tax return in DF or use an existing return
- Go to the Account menu in DF
- Expand the accordion for "Upload data" that's in the orange box titled "Dev-only Control Panel"
- Paste the whole fact graph into the box labeled "Paste factgraph"
- Click "Upload fact graph from text"
- Say OK in the dialog box that pops up asking if you want to overwrite the existing return
- Go back to your tax return, your fact graph info should now be populated
Single Filing Status
Under 65
Over 65
Married Filing Jointly Filing Status
Under 65
Over 65
Married Filing Separately Filing Status
Under 65
Over 65
Head of Household Filing Status
Under 65
- HOH (TP unmarried, qp is their claimed dependent, 1995, TN)
- HOH (TP unmarried, qp is non-dependent, 1995, TN)
- HOH (TP considered unmarried for HOH, qp is their claimed dependent, 1995, TN)
- HOH (TP considered unmarried for HOH, married to nonresident and lived together last 6 months, claimed dependent, 1995, TN)
- HOH (TP considered unmarried for HOH, qp is non-dependent, 1995, TN)
Over 65
- HOH (TP unmarried, qp is their claimed dependent, 1940, TN)
- HOH (TP unmarried, qp is non-dependent, 1940, TN)
- HOH (TP considered unmarried for HOH, qp is their claimed dependent, 1940, TN)
- HOH (TP considered unmarried for HOH, qp is non-dependent, 1940, TN)
Qualifying Surviving Spouse Filing Status
Under 65
- QSS (QSS-qp is their claimed dependent, 1995, MA)
- QSS (QSS-qp is a non-dependent, 1995, MA)
- Dependent Taxpayer QSS
Over 65
- QSS (QSS-qp is their claimed dependent, 1940, MA)
- QSS (QSS-qp is a non-dependent, 1940, MA)
- Dependent Taxpayer QSS