Expand source code
from .osifinance import Osifinance
from pandas import DataFrame
class StateTaxes(Osifinance):
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
def __fetch__(self, data, path):
Osifinance.__fetch__(self, data, path)
def alabama(self, sources=False, filing_status='single', county_residence='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Alabama
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Alabama', "sources": sources, "filing_status": filing_status, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def alaska(self, sources=False):
"""Taxes for Alaska
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Alaska', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def arizona(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, state_agi=75000, income=100000, dependents=0, credits_state=0):
"""Taxes for Arizona
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "state_agi": state_agi, "income": income, "dependents": dependents, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Arkansas
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Arkansas', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def california(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000):
"""Taxes for California
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
# State-specific parameters
data = {
'state_residence': 'California', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income
}
return self.__fetch__(data, 'state-taxes')
def colorado(self, sources=False, credits_state=0, county_residence='Other', capital_gains_short=0, capital_gains_long=0, state_agi=75000, income=100000):
"""Taxes for Colorado
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
# State-specific parameters
data = {
'state_residence': 'Colorado', "sources": sources, "credits_state": credits_state, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "state_agi": state_agi, "income": income
}
return self.__fetch__(data, 'state-taxes')
def connecticut(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000):
"""Taxes for Connecticut
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
# State-specific parameters
data = {
'state_residence': 'Connecticut', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income
}
return self.__fetch__(data, 'state-taxes')
def delaware(self, sources=False, capital_gains_short=0, capital_gains_long=0, credits_state=0, federal_agi=75000, income=100000):
"""Taxes for Delaware
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
# State-specific parameters
data = {
'state_residence': 'Delaware', "sources": sources, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "federal_agi": federal_agi, "income": income
}
return self.__fetch__(data, 'state-taxes')
def florida(self, sources=False):
"""Taxes for Florida
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Florida', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def georgia(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Georgia
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Georgia', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def hawaii(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Hawaii
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Hawaii', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def idaho(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Idaho
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Idaho', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def illinois(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Illinois
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Illinois', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def indiana(self, sources=False, filing_status='single', county_residence='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Indiana
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Indiana', "sources": sources, "filing_status": filing_status, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def iowa(self, sources=False, filing_status='single', county_residence='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Iowa
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Iowa', "sources": sources, "filing_status": filing_status, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def kansas(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Kansas
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Kansas', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def kentucky(self, sources=False, filing_status='single', county_residence='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000):
"""Taxes for Kentucky
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
# State-specific parameters
data = {
'state_residence': 'Kentucky', "sources": sources, "filing_status": filing_status, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income
}
return self.__fetch__(data, 'state-taxes')
def louisiana(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Louisiana
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Louisiana', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def maine(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Maine
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Maine', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def maryland(self, sources=False, filing_status='single', county_residence='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Maryland
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Maryland', "sources": sources, "filing_status": filing_status, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def massachusetts(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Massachusetts
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Massachusetts', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def michigan(self, sources=False, filing_status='single', county_residence='Other', county_occupation='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Michigan
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Michigan', "sources": sources, "filing_status": filing_status, "county_residence": county_residence, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def minnesota(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Minnesota
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Minnesota', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def mississippi(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Mississippi
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Mississippi', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def missouri(self, sources=False, filing_status='single', county_residence='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Missouri
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Missouri', "sources": sources, "filing_status": filing_status, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def montana(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Montana
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Montana', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def nebraska(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Nebraska
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Nebraska', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def nevada(self, sources=False):
"""Taxes for Nevada
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Nevada', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire(self, sources=False):
"""Taxes for New Hampshire
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'NewHampshire', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_jersey(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for New Jersey
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'NewJersey', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def new_mexico(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for New Mexico
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'NewMexico', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def new_york(self, sources=False, filing_status='single', county_residence='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for New York
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'NewYork', "sources": sources, "filing_status": filing_status, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def north_carolina(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000):
"""Taxes for North Carolina
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income
}
return self.__fetch__(data, 'state-taxes')
def north_dakota(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for North Dakota
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'NorthDakota', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def ohio(self, sources=False, filing_status='single', county_residence='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Ohio
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Ohio', "sources": sources, "filing_status": filing_status, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def oklahoma(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Oklahoma
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Oklahoma', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def oregon(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Oregon
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Oregon', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania(self, sources=False, county_residence='Other', county_occupation='Other', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000):
"""Taxes for Pennsylvania
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', "sources": sources, "county_residence": county_residence, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income
}
return self.__fetch__(data, 'state-taxes')
def rhode_island(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Rhode Island
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def south_carolina(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for South Carolina
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def south_dakota(self, sources=False):
"""Taxes for South Dakota
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'SouthDakota', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def tennessee(self, sources=False):
"""Taxes for Tennessee
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Tennessee', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def texas(self, sources=False):
"""Taxes for Texas
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Texas', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def utah(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Utah
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Utah', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def vermont(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Vermont
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Vermont', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def virginia(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0, filers_over_65=0):
"""Taxes for Virginia
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
# State-specific parameters
data = {
'state_residence': 'Virginia', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents, "filers_over_65": filers_over_65
}
return self.__fetch__(data, 'state-taxes')
def washington(self, sources=False, capital_gains_short=0, capital_gains_long=0):
"""Taxes for Washington
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
# State-specific parameters
data = {
'state_residence': 'Washington', "sources": sources, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long
}
return self.__fetch__(data, 'state-taxes')
def west_virginia(self, sources=False, filing_status='single', county_occupation='Other', pay_periods=24, capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for West Virginia
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'WestVirginia', "sources": sources, "filing_status": filing_status, "county_occupation": county_occupation, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def wisconsin(self, sources=False, filing_status='single', capital_gains_short=0, capital_gains_long=0, credits_state=0, state_agi=75000, income=100000, dependents=0):
"""Taxes for Wisconsin
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
# State-specific parameters
data = {
'state_residence': 'Wisconsin', "sources": sources, "filing_status": filing_status, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "credits_state": credits_state, "state_agi": state_agi, "income": income, "dependents": dependents
}
return self.__fetch__(data, 'state-taxes')
def wyoming(self, sources=False):
"""Taxes for Wyoming
Parameters:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
Sources:
https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Wyoming', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_alaska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_arizona(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_arkansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Arkansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_california(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_connecticut(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_delaware(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_florida(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_georgia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Georgia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_hawaii(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Hawaii', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_idaho(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Idaho', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_illinois(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_kansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Kansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_louisiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Louisiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_maine(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Maine', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_massachusetts(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_minnesota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_mississippi(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_montana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Montana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_nebraska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_nevada(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_new_hampshire(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_new_jersey(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'NewJersey', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_new_mexico(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_north_carolina(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_north_dakota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'NorthDakota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_oklahoma(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Oklahoma', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_oregon(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Oregon', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_rhode_island(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_south_carolina(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'SouthCarolina', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_south_dakota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_tennessee(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_texas(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_utah(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_vermont(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Vermont', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_virginia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Virginia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_washington(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_wisconsin(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alabama_and_wyoming(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alabama:
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alabama', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_arizona(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_california(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_connecticut(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_delaware(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Delaware', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_florida(self, sources=False):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Florida', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_illinois(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_massachusetts(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_michigan(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Michigan', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_minnesota(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_mississippi(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_nebraska(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_nevada(self, sources=False):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Nevada', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_new_hampshire(self, sources=False):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'NewHampshire', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_new_mexico(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_north_carolina(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_rhode_island(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_south_dakota(self, sources=False):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'SouthDakota', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_tennessee(self, sources=False):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Tennessee', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_texas(self, sources=False):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Texas', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_utah(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_washington(self, capital_gains_long=0, sources=False, capital_gains_short=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Washington', "capital_gains_long": capital_gains_long, "sources": sources, "capital_gains_short": capital_gains_short
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_west_virginia(self, pay_periods=24, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_wisconsin(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def alaska_and_wyoming(self, sources=False):
"""
--- Parameters ----
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Alaska:
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Alaska', 'state_occupation': 'Wyoming', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_alaska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Alaska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
California:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_florida(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Florida', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_indiana(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Indiana:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Indiana', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_michigan(self, county_occupation='Other', state_agi=75000, county_residence='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Michigan', "county_occupation": county_occupation, "state_agi": state_agi, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_nevada(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Nevada', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_new_hampshire(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_oregon(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Oregon:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Oregon', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_south_dakota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_tennessee(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Tennessee', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_texas(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Texas', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_virginia(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Virginia:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Virginia', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_west_virginia(self, county_occupation='Other', state_agi=75000, pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'WestVirginia', "county_occupation": county_occupation, "state_agi": state_agi, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arizona_and_wyoming(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arizona:
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arizona', 'state_occupation': 'Wyoming', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def arkansas_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Arkansas:
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Arkansas', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_alabama(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Alabama', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_alaska(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Alaska', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_arkansas(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Arkansas', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_florida(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Florida', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_georgia(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Georgia', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_hawaii(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Hawaii', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_idaho(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Idaho', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_indiana(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_iowa(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Iowa', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_kansas(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Kansas', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_louisiana(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Louisiana', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_maine(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Maine', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_maryland(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Maryland', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_michigan(self, capital_gains_short=0, income=100000, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "income": income, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_missouri(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_montana(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Montana', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_nevada(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Nevada', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_new_hampshire(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'NewHampshire', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_new_jersey(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'NewJersey', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_new_york(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'NewYork', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_north_dakota(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'NorthDakota', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_ohio(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Ohio', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_oklahoma(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Oklahoma', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_oregon(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Oregon', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_south_carolina(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'SouthCarolina', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_south_dakota(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'SouthDakota', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_tennessee(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Tennessee', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_texas(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Texas', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_vermont(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Vermont', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_virginia(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Virginia', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_west_virginia(self, pay_periods=24, capital_gains_short=0, income=100000, county_occupation='Other', dependents=0, sources=False, state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def california_and_wyoming(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
California:
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'California', 'state_occupation': 'Wyoming', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_alabama(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Alabama', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_alaska(self, county_residence='Other', state_agi=75000, capital_gains_long=0, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_arizona(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_arkansas(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Arkansas', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_california(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_connecticut(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_delaware(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_florida(self, county_residence='Other', state_agi=75000, capital_gains_long=0, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_georgia(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Georgia', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_hawaii(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Hawaii', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_idaho(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Idaho', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_illinois(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_iowa(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Iowa', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_kansas(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Kansas', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_louisiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Louisiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_maine(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Maine', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_maryland(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Maryland', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_massachusetts(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_minnesota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_mississippi(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_montana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Montana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_nebraska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_nevada(self, county_residence='Other', state_agi=75000, capital_gains_long=0, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_new_hampshire(self, county_residence='Other', state_agi=75000, capital_gains_long=0, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_new_jersey(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'NewJersey', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_new_mexico(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_new_york(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'NewYork', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_north_carolina(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_north_dakota(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'NorthDakota', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_ohio(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Ohio', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_oklahoma(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Oklahoma', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_oregon(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Oregon', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_rhode_island(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_south_carolina(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'SouthCarolina', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_south_dakota(self, county_residence='Other', state_agi=75000, capital_gains_long=0, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_tennessee(self, county_residence='Other', state_agi=75000, capital_gains_long=0, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_texas(self, county_residence='Other', state_agi=75000, capital_gains_long=0, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_utah(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_vermont(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Vermont', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_virginia(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Virginia', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_washington(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_wisconsin(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def colorado_and_wyoming(self, county_residence='Other', state_agi=75000, capital_gains_long=0, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Colorado:
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Colorado', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_alabama(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Alabama', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_alaska(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Alaska', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_arkansas(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Arkansas', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_florida(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Florida', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_georgia(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Georgia', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_hawaii(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Hawaii', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_idaho(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Idaho', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_indiana(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_iowa(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Iowa', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_kansas(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Kansas', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_louisiana(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Louisiana', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_maine(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Maine', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_maryland(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Maryland', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_michigan(self, capital_gains_short=0, income=100000, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "income": income, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_missouri(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_montana(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Montana', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_nevada(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Nevada', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_new_hampshire(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'NewHampshire', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_new_jersey(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'NewJersey', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_new_york(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'NewYork', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_north_dakota(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'NorthDakota', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_ohio(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Ohio', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_oklahoma(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Oklahoma', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_oregon(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Oregon', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_south_carolina(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'SouthCarolina', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_south_dakota(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'SouthDakota', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_tennessee(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Tennessee', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_texas(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Texas', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_vermont(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Vermont', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_virginia(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Virginia', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_west_virginia(self, pay_periods=24, capital_gains_short=0, income=100000, county_occupation='Other', dependents=0, sources=False, state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def connecticut_and_wyoming(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Connecticut:
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Connecticut', 'state_occupation': 'Wyoming', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_alaska(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Alaska', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_arizona(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_california(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_connecticut(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_florida(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Florida', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_illinois(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_massachusetts(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_minnesota(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_mississippi(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_nebraska(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_nevada(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Nevada', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_new_hampshire(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'NewHampshire', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_new_mexico(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_north_carolina(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_rhode_island(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_south_dakota(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'SouthDakota', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_tennessee(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Tennessee', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_texas(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Texas', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_utah(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_washington(self, capital_gains_short=0, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Washington', "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_wisconsin(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', federal_agi=75000, income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "federal_agi": federal_agi, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def delaware_and_wyoming(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Delaware:
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Delaware', 'state_occupation': 'Wyoming', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_alaska(self, sources=False):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Alaska', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def florida_and_arizona(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_california(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_connecticut(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_delaware(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Delaware', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_illinois(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_massachusetts(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_michigan(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Michigan', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_minnesota(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_mississippi(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_nebraska(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_nevada(self, sources=False):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Nevada', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def florida_and_new_hampshire(self, sources=False):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'NewHampshire', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def florida_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_new_mexico(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_north_carolina(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_rhode_island(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_south_dakota(self, sources=False):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'SouthDakota', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def florida_and_tennessee(self, sources=False):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Tennessee', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def florida_and_texas(self, sources=False):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Texas', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def florida_and_utah(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_washington(self, capital_gains_long=0, sources=False, capital_gains_short=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Washington', "capital_gains_long": capital_gains_long, "sources": sources, "capital_gains_short": capital_gains_short
}
return self.__fetch__(data, 'state-taxes')
def florida_and_west_virginia(self, pay_periods=24, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_wisconsin(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def florida_and_wyoming(self, sources=False):
"""
--- Parameters ----
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Florida:
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Florida', 'state_occupation': 'Wyoming', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def georgia_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Georgia:
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Georgia', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def hawaii_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Hawaii:
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Hawaii', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def idaho_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Idaho:
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Idaho', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_alaska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Alaska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_florida(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Florida', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_iowa(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Iowa', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_kentucky(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Kentucky', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_michigan(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Michigan', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_nevada(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Nevada', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_new_hampshire(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_south_dakota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_tennessee(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Tennessee', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_texas(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Texas', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_west_virginia(self, county_occupation='Other', state_agi=75000, pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'WestVirginia', "county_occupation": county_occupation, "state_agi": state_agi, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def illinois_and_wyoming(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Illinois:
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Illinois', 'state_occupation': 'Wyoming', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_alabama(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Alabama', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_alaska(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_arizona(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_arkansas(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Arkansas', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_california(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_connecticut(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_delaware(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_florida(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_georgia(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Georgia', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_hawaii(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Hawaii', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_idaho(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Idaho', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_illinois(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_iowa(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Iowa', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_kansas(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Kansas', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_louisiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Louisiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_maine(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Maine', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_maryland(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Maryland', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_massachusetts(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_michigan(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Michigan', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_minnesota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_mississippi(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_montana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Montana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_nebraska(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_nevada(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_new_hampshire(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_new_jersey(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'NewJersey', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_new_mexico(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_new_york(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'NewYork', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_north_carolina(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_north_dakota(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'NorthDakota', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_oklahoma(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Oklahoma', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_oregon(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Oregon', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_pennsylvania(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_rhode_island(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_south_carolina(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'SouthCarolina', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_south_dakota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_tennessee(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_texas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_utah(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_vermont(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Vermont', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_virginia(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Virginia', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_washington(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_wisconsin(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def indiana_and_wyoming(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Indiana:
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Indiana', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_alaska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_arizona(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_arkansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Arkansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_california(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_connecticut(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_delaware(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_florida(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_georgia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Georgia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_hawaii(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Hawaii', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_idaho(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Idaho', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_illinois(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_kansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Kansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_louisiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Louisiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_maine(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Maine', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_massachusetts(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_michigan(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Michigan', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_minnesota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_mississippi(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_montana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Montana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_nebraska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_nevada(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_new_hampshire(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_new_jersey(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'NewJersey', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_new_mexico(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_north_carolina(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_north_dakota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'NorthDakota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_oklahoma(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Oklahoma', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_oregon(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Oregon', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_rhode_island(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_south_carolina(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'SouthCarolina', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_south_dakota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_tennessee(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_texas(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_utah(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_vermont(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Vermont', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_virginia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Virginia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_washington(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_wisconsin(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def iowa_and_wyoming(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Iowa:
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Iowa', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kansas_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kansas:
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kansas', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_alaska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_arizona(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_arkansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Arkansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_california(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_connecticut(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_delaware(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_florida(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_georgia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Georgia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_hawaii(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Hawaii', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_idaho(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Idaho', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_illinois(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Illinois:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_indiana(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Indiana:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_kansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Kansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_louisiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Louisiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_maine(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Maine', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_massachusetts(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_michigan(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Michigan:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Michigan', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_minnesota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_mississippi(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_montana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Montana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_nebraska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_nevada(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_new_hampshire(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_new_jersey(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'NewJersey', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_new_mexico(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_north_carolina(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_north_dakota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'NorthDakota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Ohio:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_oklahoma(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Oklahoma', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_oregon(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Oregon', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_pennsylvania(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Pennsylvania:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_rhode_island(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_south_carolina(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'SouthCarolina', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_south_dakota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_tennessee(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_texas(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_utah(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_vermont(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Vermont', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_virginia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Virginia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_washington(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_west_virginia(self, county_residence='Other', state_agi=75000, county_occupation='Other', pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'WestVirginia', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_wisconsin(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wisconsin:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def kentucky_and_wyoming(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Kentucky:
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Kentucky', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def louisiana_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Louisiana:
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Louisiana', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maine_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maine:
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maine', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_alaska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_arizona(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_arkansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Arkansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_california(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_connecticut(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_delaware(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_florida(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_georgia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Georgia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_hawaii(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Hawaii', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_idaho(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Idaho', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_illinois(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_kansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Kansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_louisiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Louisiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_maine(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Maine', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_massachusetts(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_minnesota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_mississippi(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_montana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Montana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_nebraska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_nevada(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_new_hampshire(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_new_jersey(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'NewJersey', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_new_mexico(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_north_carolina(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_north_dakota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'NorthDakota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_oklahoma(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Oklahoma', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_oregon(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Oregon', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_pennsylvania(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_rhode_island(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_south_carolina(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'SouthCarolina', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_south_dakota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_tennessee(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_texas(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_utah(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_vermont(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Vermont', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_virginia(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Virginia', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_washington(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_wisconsin(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def maryland_and_wyoming(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Maryland:
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Maryland', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_alaska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Alaska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_florida(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Florida', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_michigan(self, county_occupation='Other', state_agi=75000, county_residence='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Michigan', "county_occupation": county_occupation, "state_agi": state_agi, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_nevada(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Nevada', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_new_hampshire(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_south_dakota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_tennessee(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Tennessee', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_texas(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Texas', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_west_virginia(self, county_occupation='Other', state_agi=75000, pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'WestVirginia', "county_occupation": county_occupation, "state_agi": state_agi, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def massachusetts_and_wyoming(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Massachusetts:
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Massachusetts', 'state_occupation': 'Wyoming', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_alabama(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Alabama', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_alaska(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Alaska', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_arizona(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Arizona', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_arkansas(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Arkansas', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_california(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'California', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_colorado(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Colorado', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_connecticut(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Connecticut', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_delaware(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Delaware', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_florida(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Florida', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_georgia(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Georgia', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_hawaii(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Hawaii', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_idaho(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Idaho', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_illinois(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Illinois', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_indiana(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Indiana', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_iowa(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Iowa', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_kansas(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Kansas', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_kentucky(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Kentucky', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_louisiana(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Louisiana', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_maine(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Maine', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_maryland(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Maryland', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_massachusetts(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Massachusetts', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_minnesota(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Minnesota', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_mississippi(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Mississippi', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_missouri(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_montana(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Montana', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_nebraska(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Nebraska', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_nevada(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Nevada', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_new_hampshire(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'NewHampshire', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_new_jersey(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'NewJersey', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_new_mexico(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'NewMexico', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_new_york(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'NewYork', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_north_carolina(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'NorthCarolina', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_north_dakota(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'NorthDakota', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_ohio(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Ohio', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_oklahoma(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Oklahoma', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_oregon(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Oregon', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_pennsylvania(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Pennsylvania', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_rhode_island(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'RhodeIsland', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_south_carolina(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'SouthCarolina', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_south_dakota(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'SouthDakota', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_tennessee(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Tennessee', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_texas(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Texas', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_utah(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Utah', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_vermont(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Vermont', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_virginia(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Virginia', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_washington(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Washington', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_wisconsin(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Wisconsin', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def michigan_and_wyoming(self, county_occupation='Other', county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Michigan:
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Michigan', 'state_occupation': 'Wyoming', "county_occupation": county_occupation, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_alaska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Alaska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_florida(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Florida', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_michigan(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Michigan', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_nevada(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Nevada', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_new_hampshire(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_south_dakota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_tennessee(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Tennessee', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_texas(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Texas', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_west_virginia(self, county_occupation='Other', state_agi=75000, pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'WestVirginia', "county_occupation": county_occupation, "state_agi": state_agi, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def minnesota_and_wyoming(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Minnesota:
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Minnesota', 'state_occupation': 'Wyoming', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_alaska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Alaska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_florida(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Florida', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_michigan(self, county_occupation='Other', state_agi=75000, county_residence='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Michigan', "county_occupation": county_occupation, "state_agi": state_agi, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_nevada(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Nevada', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_new_hampshire(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_south_dakota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_tennessee(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Tennessee', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_texas(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Texas', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_west_virginia(self, county_occupation='Other', state_agi=75000, pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'WestVirginia', "county_occupation": county_occupation, "state_agi": state_agi, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def mississippi_and_wyoming(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Mississippi:
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Mississippi', 'state_occupation': 'Wyoming', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_alabama(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Alabama', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_alaska(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_arizona(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_arkansas(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Arkansas', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_california(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_connecticut(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_delaware(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_florida(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_georgia(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Georgia', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_hawaii(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Hawaii', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_idaho(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Idaho', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_illinois(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_iowa(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Iowa', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_kansas(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Kansas', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_louisiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Louisiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_maine(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Maine', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_maryland(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Maryland', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_massachusetts(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_minnesota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_mississippi(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_montana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Montana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_nebraska(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_nevada(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_new_hampshire(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_new_jersey(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'NewJersey', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_new_mexico(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_new_york(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'NewYork', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_north_carolina(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_north_dakota(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'NorthDakota', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_ohio(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Ohio', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_oklahoma(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Oklahoma', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_oregon(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Oregon', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_rhode_island(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_south_carolina(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'SouthCarolina', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_south_dakota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_tennessee(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_texas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_utah(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_vermont(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Vermont', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_virginia(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Virginia', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_washington(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_wisconsin(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def missouri_and_wyoming(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Missouri:
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Missouri', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def montana_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Montana:
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Montana', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_alaska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Alaska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_florida(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Florida', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_michigan(self, county_occupation='Other', state_agi=75000, county_residence='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Michigan', "county_occupation": county_occupation, "state_agi": state_agi, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_nevada(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Nevada', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_new_hampshire(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_south_dakota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_tennessee(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Tennessee', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_texas(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Texas', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_west_virginia(self, county_occupation='Other', state_agi=75000, pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'WestVirginia', "county_occupation": county_occupation, "state_agi": state_agi, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nebraska_and_wyoming(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nebraska:
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nebraska', 'state_occupation': 'Wyoming', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_alaska(self, sources=False):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Alaska', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_arizona(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_california(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_connecticut(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_delaware(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Delaware', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_florida(self, sources=False):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Florida', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_illinois(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_massachusetts(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_michigan(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Michigan', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_minnesota(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_mississippi(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_nebraska(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_new_hampshire(self, sources=False):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'NewHampshire', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_new_mexico(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_north_carolina(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_rhode_island(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_south_dakota(self, sources=False):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'SouthDakota', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_tennessee(self, sources=False):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Tennessee', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_texas(self, sources=False):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Texas', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_utah(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_washington(self, capital_gains_long=0, sources=False, capital_gains_short=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Washington', "capital_gains_long": capital_gains_long, "sources": sources, "capital_gains_short": capital_gains_short
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_west_virginia(self, pay_periods=24, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_wisconsin(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def nevada_and_wyoming(self, sources=False):
"""
--- Parameters ----
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Nevada:
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'Nevada', 'state_occupation': 'Wyoming', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_alaska(self, sources=False):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Alaska', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_arizona(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_california(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_connecticut(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_delaware(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Delaware', "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_florida(self, sources=False):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Florida', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_illinois(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_massachusetts(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_michigan(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Michigan', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_minnesota(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_mississippi(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_nebraska(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_nevada(self, sources=False):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Nevada', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_new_mexico(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_north_carolina(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_rhode_island(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_south_dakota(self, sources=False):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'SouthDakota', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_tennessee(self, sources=False):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Tennessee', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_texas(self, sources=False):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Texas', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_utah(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_washington(self, capital_gains_long=0, sources=False, capital_gains_short=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Washington', "capital_gains_long": capital_gains_long, "sources": sources, "capital_gains_short": capital_gains_short
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_west_virginia(self, pay_periods=24, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_wisconsin(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_hampshire_and_wyoming(self, sources=False):
"""
--- Parameters ----
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Hampshire:
- https://www.revenue.nh.gov/assistance/tax-overview.htm
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'NewHampshire', 'state_occupation': 'Wyoming', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_jersey_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Jersey:
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewJersey', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_alaska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Alaska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_florida(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Florida', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_michigan(self, county_occupation='Other', state_agi=75000, county_residence='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Michigan', "county_occupation": county_occupation, "state_agi": state_agi, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_nevada(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Nevada', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_new_hampshire(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_south_dakota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_tennessee(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Tennessee', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_texas(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Texas', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_west_virginia(self, county_occupation='Other', state_agi=75000, pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'WestVirginia', "county_occupation": county_occupation, "state_agi": state_agi, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_mexico_and_wyoming(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New Mexico:
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewMexico', 'state_occupation': 'Wyoming', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_alaska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_arizona(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_arkansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Arkansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_california(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_connecticut(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_delaware(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_florida(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_georgia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Georgia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_hawaii(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Hawaii', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_idaho(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Idaho', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_illinois(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_kansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Kansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_louisiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Louisiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_maine(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Maine', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_massachusetts(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_minnesota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_mississippi(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_montana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Montana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_nebraska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_nevada(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_new_hampshire(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_new_jersey(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'NewJersey', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_new_mexico(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_north_carolina(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_north_dakota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'NorthDakota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_oklahoma(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Oklahoma', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_oregon(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Oregon', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_rhode_island(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_south_carolina(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'SouthCarolina', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_south_dakota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_tennessee(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_texas(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_utah(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_vermont(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Vermont', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_virginia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Virginia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_washington(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_wisconsin(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def new_york_and_wyoming(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
New York:
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NewYork', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_alabama(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Alabama', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_alaska(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Alaska', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_arkansas(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Arkansas', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_florida(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Florida', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_georgia(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Georgia', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_hawaii(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Hawaii', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_idaho(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Idaho', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_indiana(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_iowa(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Iowa', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_kansas(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Kansas', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_louisiana(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Louisiana', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_maine(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Maine', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_maryland(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Maryland', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_michigan(self, capital_gains_short=0, income=100000, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "income": income, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_missouri(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_montana(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Montana', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_nevada(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Nevada', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_new_hampshire(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'NewHampshire', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_new_jersey(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'NewJersey', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_new_york(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'NewYork', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_north_dakota(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'NorthDakota', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_ohio(self, capital_gains_short=0, income=100000, dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Ohio', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_oklahoma(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Oklahoma', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_oregon(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Oregon', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_rhode_island(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_south_carolina(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'SouthCarolina', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_south_dakota(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'SouthDakota', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_tennessee(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Tennessee', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_texas(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Texas', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_vermont(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Vermont', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_virginia(self, capital_gains_short=0, income=100000, dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Virginia', "capital_gains_short": capital_gains_short, "income": income, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_west_virginia(self, pay_periods=24, capital_gains_short=0, income=100000, county_occupation='Other', dependents=0, sources=False, state_agi=75000, capital_gains_long=0, filing_status='single', credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_carolina_and_wyoming(self, capital_gains_long=0, state_agi=75000, filing_status='single', income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Carolina:
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthCarolina', 'state_occupation': 'Wyoming', "capital_gains_long": capital_gains_long, "state_agi": state_agi, "filing_status": filing_status, "income": income, "sources": sources, "capital_gains_short": capital_gains_short, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def north_dakota_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
North Dakota:
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'NorthDakota', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_alaska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_arizona(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_arkansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Arkansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_california(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_connecticut(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_delaware(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_florida(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_georgia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Georgia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_hawaii(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Hawaii', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_idaho(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Idaho', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_illinois(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_indiana(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_kansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Kansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_louisiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Louisiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_maine(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Maine', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_massachusetts(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_michigan(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Michigan', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_minnesota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_mississippi(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_montana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Montana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_nebraska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_nevada(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_new_hampshire(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_new_jersey(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'NewJersey', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_new_mexico(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_north_carolina(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_north_dakota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'NorthDakota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_oklahoma(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Oklahoma', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_oregon(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Oregon', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_pennsylvania(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_rhode_island(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_south_carolina(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'SouthCarolina', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_south_dakota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_tennessee(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_texas(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_utah(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_vermont(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Vermont', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_virginia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Virginia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_washington(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_wisconsin(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def ohio_and_wyoming(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Ohio:
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Ohio', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oklahoma_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oklahoma:
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oklahoma', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def oregon_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Oregon:
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Oregon', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_alaska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Alaska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_arizona(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Arizona', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_arkansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Arkansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_california(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'California', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_connecticut(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Connecticut', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_delaware(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Delaware', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_florida(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Florida', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_georgia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Georgia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_hawaii(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Hawaii', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_idaho(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Idaho', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_illinois(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Illinois', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_indiana(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Indiana:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_kansas(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Kansas', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_louisiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Louisiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_maine(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Maine', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Maryland:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_massachusetts(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Massachusetts', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_michigan(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Michigan', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_minnesota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Minnesota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_mississippi(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Mississippi', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_montana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Montana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_nebraska(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Nebraska', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_nevada(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Nevada', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_new_hampshire(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'NewHampshire', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_new_jersey(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'NewJersey', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_new_mexico(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'NewMexico', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_north_carolina(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'NorthCarolina', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_north_dakota(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'NorthDakota', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Ohio:
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_oklahoma(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Oklahoma', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_oregon(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Oregon', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_rhode_island(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'RhodeIsland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_south_carolina(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'SouthCarolina', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_south_dakota(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'SouthDakota', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_tennessee(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Tennessee', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_texas(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Texas', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_utah(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Utah', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_vermont(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Vermont', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_virginia(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Virginia', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_washington(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Washington', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_west_virginia(self, county_residence='Other', state_agi=75000, pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'WestVirginia', "county_residence": county_residence, "state_agi": state_agi, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_wisconsin(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', county_occupation='Other', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Wisconsin', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def pennsylvania_and_wyoming(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, county_occupation='Other', sources=False, credits_state=0):
"""
--- Parameters ----
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Pennsylvania:
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'Pennsylvania', 'state_occupation': 'Wyoming', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "county_occupation": county_occupation, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_alaska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Alaska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_arizona(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_california(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_connecticut(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_delaware(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Delaware', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_florida(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Florida', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_illinois(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Illinois', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_indiana(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Indiana', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_iowa(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_kentucky(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_maryland(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_massachusetts(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_michigan(self, county_occupation='Other', state_agi=75000, county_residence='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Michigan', "county_occupation": county_occupation, "state_agi": state_agi, "county_residence": county_residence, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_minnesota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Minnesota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_mississippi(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Mississippi', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_missouri(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Missouri', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_nebraska(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Nebraska', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_nevada(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Nevada', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_new_hampshire(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_new_mexico(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'NewMexico', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_new_york(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_north_carolina(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_ohio(self, county_residence='Other', state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_south_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
South Carolina:
-
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'SouthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_south_dakota(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_tennessee(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Tennessee', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_texas(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Texas', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_utah(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Utah', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_washington(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Washington', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_west_virginia(self, county_occupation='Other', state_agi=75000, pay_periods=24, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'WestVirginia', "county_occupation": county_occupation, "state_agi": state_agi, "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_wisconsin(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def rhode_island_and_wyoming(self, state_agi=75000, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
Rhode Island:
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'RhodeIsland', 'state_occupation': 'Wyoming', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_alabama(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_alaska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Alaska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_arizona(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Arizona', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_california(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'California', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_colorado(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_connecticut(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Connecticut', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_delaware(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, federal_agi=75000, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Delaware:
-
- https://revenue.delaware.gov/software-developer/tax-rate-changes/
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-01_PaperInteractive.pdf
https://revenuefiles.delaware.gov/2022/PIT-RES_TY22_2022-02_Instructions.pdf
https://revenue.delaware.gov/frequently-asked-questions/personal-income-tax-faqs/
https://www.newcastlede.gov/DocumentCenter/View/20147/City-of-Wilmington-Wage-Tax-Information-PDF
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
federal_agi = self.federal_agi if hasattr(self, 'federal_agi') else federal_agi
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Delaware', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "federal_agi": federal_agi, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_florida(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Florida:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Florida:
-
- https://floridarevenue.com/taxes/taxesfees/Pages/tax_interest_rates.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Florida', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_georgia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Georgia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Georgia:
-
- https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://apps.dor.ga.gov/FillableForms/PDFViewer/Index?form=2022GA500
https://dor.georgia.gov/years-individual-income-tax-forms
https://dor.georgia.gov/years-individual-income-tax-forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Georgia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_hawaii(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Hawaii:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Hawaii:
-
- https://tax.hawaii.gov/forms/d_18table-on/d_18table-on_p13/
https://files.hawaii.gov/tax/forms/2018/18table-on.pdf
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
https://files.hawaii.gov/tax/news/pubs/FastTaxRefGuide_2017.pdf
https://www.tfhawaii.org/wordpress/state-tax-resources/mini-tax-guides/individual-income-tax-chapter-235/#:~:text=Long%20term%20capital%20gains%20are%20taxed%20at%20a%20maximum%20of%207.25%25
https://www.grassrootinstitute.org/2023/02/hb337-increasing-tax-on-capital-gains-a-bad-risk/
https://files.hawaii.gov/tax/news/pubs/22outline.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Hawaii', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_idaho(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Idaho:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Idaho:
-
- https://tax.idaho.gov/taxes/income-tax/individual-income/individual-income-tax-rate-schedule/
https://tax.idaho.gov/wp-content/uploads/forms/EIN00046/EIN00046_03-01-2023.pdf
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
https://tax.idaho.gov/taxes/income-tax/individual-income/idaho-source-income/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Idaho', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_illinois(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Illinois:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Illinois:
-
- https://tax.illinois.gov/research/taxrates/income.html#IndividualIncome
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/questionsandanswers/12.html
https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/incometax/documents/currentyear/individual/il-1040-instr.pdf
https://tax.illinois.gov/research/taxrates/personalproperty.html
https://tax.illinois.gov/localgovernments/income.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Illinois', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_indiana(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Indiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Indiana:
-
- https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-32.htm
https://www.in.gov/dor/files/ib28.pdf
https://www.in.gov/dor/tax-forms/2022-individual-income-tax-forms/
https://www.in.gov/dor/files/2022-county-tax-rates-and-codes.pdf
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Indiana', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_iowa(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Iowa:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Iowa:
-
- https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
https://tax.iowa.gov/iowa-illinois-reciprocal-agreement
https://tax.iowa.gov/2023-changes-iowa-individual-income-tax#:~:text=Individual%20Income%20Tax%20Rates%20(HF%202317)&text=Beginning%20in%20tax%20year%202026
who%20file%20a%20joint%20return
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Iowa', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_kansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Kansas:
-
- https://www.ksrevenue.gov/taxrates.html
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html#0
https://www.ksrevenue.gov/incomebook22.html
https://www.ksrevenue.gov/incomebook22.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Kansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_kentucky(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Kentucky:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Kentucky:
-
- https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/News/Pages/Dor-Announces-Updates-to-Individual-Income-Tax-for-2023-Tax-Year.aspx
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://revenue.ky.gov/Dor%20Training%20Materials/103%20KAR%2017.140.%20Individual%20income%20tax%20-%20reciprocity%20-%20nonresidents.pdf
https://revenue.ky.gov/Individual/Individual-Income-Tax/Pages/default.aspx
https://nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2021/Taxes-21-32.htm?taxmap=true
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Kentucky', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_louisiana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Louisiana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Louisiana:
-
- https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
https://www.revenue.louisiana.gov/taxforms/6935(11_02)F.pdf
https://revenue.louisiana.gov/individualincometax
https://revenue.louisiana.gov/individualincometax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Louisiana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_maine(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maine:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Maine:
-
- https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/ind_tax_rate_sched_2022.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/22_1040me_book_gen_instruc_revisedFeb23.pdf
https://www.maine.gov/revenue/tax-return-forms/individual-income-tax-2022
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Maine', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_maryland(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Maryland:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Maryland:
-
- https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
https://www.marylandtaxes.gov/forms/22_forms/Resident_Booklet.pdf
https://www.marylandtaxes.gov/forms/Tax_Publications/Administrative_Releases/Income_and_Estate_Tax_Releases/ar_it37.pdf
https://www.marylandtaxes.gov/individual/index.php
https://www.marylandtaxes.gov/individual/income/tax-info/tax-rates.php
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Maryland', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_massachusetts(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Massachusetts:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Massachusetts:
-
- https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-massachusetts-personal-income-tax-exemptions
https://www.mass.gov/service-details/view-child-and-dependent-related-credits
https://www.mass.gov/service-details/massachusetts-tax-rates
https://www.mass.gov/personal-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Massachusetts', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_michigan(self, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Michigan:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Michigan:
-
- https://www.michigan.gov/taxes/iit/new-developments-for-tax-year-2022
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
"https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=177ca3d8cb034392bf84e317ed78c320&hash=19C5F42F43A89A91863D229349F48883#:~:text=The%20exemption%20amount%20is%20%245%2C400
employees%20Michigan%20income%20tax%20return"
https://www.michigan.gov/taxes/questions/iit/accordion/residency/are-my-wages-earned-in-another-state-taxable-in-michigan-if-i-am-a-michigan-resident-1
https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2022/2022-IIT-Forms/BOOK_MI-1040.pdf?rev=4524f1cbbc0243b194ab05a6680be75b&hash=40DFE71E651F7C1D65C31F6CD03D944F
https://www.michigan.gov/taxes/questions/iit/accordion/general/what-cities-impose-an-income-tax
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Michigan', "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_minnesota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Minnesota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Minnesota:
-
- https://www.revenue.state.mn.us/minnesota-income-tax-rates-and-brackets
https://www.revenue.state.mn.us/child-and-dependent-care-credit
https://www.revenue.state.mn.us/dependent-exemptions
https://www.revenue.state.mn.us/minnesota-standard-deduction
https://mn.gov/mmb/assets/mwr_form_tcm1059-128581.pdf
https://www.revenue.state.mn.us/individual-income-tax
https://www.revenue.state.mn.us/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Minnesota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_mississippi(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Mississippi:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Mississippi:
-
- https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual/tax-rates
https://www.dor.ms.gov/individual
https://www.dor.ms.gov/individual
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Mississippi', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_missouri(self, capital_gains_short=0, dependents=0, sources=False, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Missouri:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Missouri:
-
- https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://dor.mo.gov/taxation/individual/tax-types/income/year-changes/
https://www.kcmo.gov/city-hall/departments/finance/earnings-tax
https://www.stlouis-mo.gov/government/departments/collector/earnings-tax/individual-earnings-tax-info.cfm
"""
# Check if the parameters are set upstream in the instance
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Missouri', "capital_gains_short": capital_gains_short, "dependents": dependents, "sources": sources, "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_montana(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Montana:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Montana:
-
- https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
https://mtrevenue.gov/wp-content/uploads/2022/12/montana-employees-withholding-allowance-and-exemption-certificate-form-mw-4.pdf
https://mtrevenue.gov/2021/11/29/simplification-of-montana-income-taxation/?utm_source=rss&utm_medium=rss&utm_campaign=simplification-of-montana-income-taxation
https://mtrevenue.gov/wp-content/uploads/dlm_uploads/2023/02/Form_2_2022-1.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Montana', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_nebraska(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nebraska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Nebraska:
-
- https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2023_Circular_EN_8-429r2023_Whole_Book_11.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/2022_Ne_Individual_Income_Tax_Booklet_8-307-2022_final_6.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Nebraska', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_nevada(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Nevada:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Nevada:
-
- https://www.nvsos.gov/sos/businesses/the-nevada-advantage
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Nevada', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_new_hampshire(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Hampshire:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
New Hampshire:
-
- https://www.revenue.nh.gov/assistance/tax-overview.htm
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'NewHampshire', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_new_jersey(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Jersey:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
New Jersey:
-
- https://www.state.nj.us/treasury/taxation/taxtables.shtml
https://www.state.nj.us/treasury/taxation/njit13.shtml
https://www.nj.gov/treasury/taxation/njit25.shtml
https://www.state.nj.us/treasury/taxation/individuals/freqqiti.shtml
https://www.state.nj.us/treasury/taxation/localtax.shtml
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'NewJersey', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_new_mexico(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New Mexico:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
New Mexico:
-
- https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/2f1a6781-9534-4436-b427-1557f9592099/2022pit-adj-ins.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/0bf943fd-652e-4400-bb1b-cd8397eb5a95/2022pit-adj.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/1afc56af-ea90-4d48-82e5-1f9aeb43255a/PITbook2022.pdf
https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'NewMexico', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_new_york(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
New York:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
New York:
-
- https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nys-tax-rate-schedule
https://www.tax.ny.gov/pit/
https://www.tax.ny.gov/pit/file/nonresident-faqs.htm
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#yonkers-tax-rate-schedule
https://www.tax.ny.gov/forms/html-instructions/2022/it/it201i-2022.htm#nyc-tax-rate-schedule
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'NewYork', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_north_carolina(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
North Carolina:
-
- https://www.ncdor.gov/taxes-forms/tax-rate-schedules
https://www.ncdor.gov/taxes-forms/individual-income-tax/north-carolina-standard-deduction-or-north-carolina-itemized-deductions
https://www.ncdor.gov/taxes-forms/individual-income-tax
https://www.ncdor.gov/taxes-forms/individual-income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'NorthCarolina', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_north_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
North Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
North Dakota:
-
- https://www.tax.nd.gov/forms
https://www.tax.nd.gov/sites/www/files/documents/forms/individual/2022-iit/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/sites/www/files/documents/forms/2022-individual-income-tax-booklet.pdf
https://www.tax.nd.gov/tax-exemptions-credits/income-tax-exemptions-credits
https://www.tax.nd.gov/sites/www/files/documents/forms/business/ndwrfillable.pdf
https://www.tax.nd.gov/news/tax-legislative-changes/significant-changes-law/individual-income-tax-history
https://www.tax.nd.gov/forms
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'NorthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_ohio(self, county_residence='Other', state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Ohio:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Ohio:
-
- https://tax.ohio.gov/individual/resources/annual-tax-rates
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/employer_withholding/generic/wth_it4nr.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/it1040-sd100-instruction-booklet.pdf
https://www.ritaohio.com/TaxRatesTable
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Ohio', "county_residence": county_residence, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_oklahoma(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oklahoma:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Oklahoma:
-
- https://oklahoma.gov/content/dam/ok/en/tax/documents/resources/publications/businesses/withholding-tables/WHTables-2022.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Oklahoma', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_oregon(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Oregon:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Oregon:
-
- https://www.oregon.gov/dor/programs/individuals/Pages/PIT.aspx
https://www.oregon.gov/dor/programs/individuals/Documents/Full%20year%20resident
%20Form%20or-40%20filers.pdf
https://www.oregon.gov/dor/programs/individuals/Documents/Part-year%20and%20nonresident
%20Form%20or-40-P%20and%20or-40-N%20filers.pdf.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.oregon.gov/dor/forms/FormsPubs/form-or-40_101-040_2022.pdf
https://www.portland.gov/revenue/personal-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Oregon', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_pennsylvania(self, county_residence='Other', state_agi=75000, county_occupation='Other', filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Pennsylvania:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
county_residence : str, optional
County of residence. Default is Other.
county_occupation : str, optional
County of occupation. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Pennsylvania:
-
- https://www.revenue.pa.gov/Tax%20Rates/Pages/default.aspx
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2022/2022_pa-40in.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-25.htm
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Pennsylvania', "county_residence": county_residence, "state_agi": state_agi, "county_occupation": county_occupation, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_rhode_island(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Rhode Island:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Rhode Island:
-
- https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2022_1040WE_w_0.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20RI-1040ES_w.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'RhodeIsland', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_south_dakota(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
South Dakota:
-
- https://dor.sd.gov/individuals/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'SouthDakota', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_tennessee(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Tennessee:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Tennessee:
-
- https://www.tn.gov/revenue/taxes.html
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Tennessee', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_texas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Texas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Texas:
-
- https://comptroller.texas.gov/taxes/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Texas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_utah(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Utah:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Utah:
-
- https://incometax.utah.gov/paying/tax-rates
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
https://tax.utah.gov/forms/current/tc-40.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Utah', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_vermont(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Vermont:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Vermont:
-
- https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/sites/tax/files/documents/Income%20Booklet-2022.pdf
https://tax.vermont.gov/individuals/personal-income-tax/tax-credits
https://tax.vermont.gov/individuals/personal-income-tax/taxable-income
https://tax.vermont.gov/individuals/personal-income-tax/local-option-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Vermont', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_virginia(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Virginia:
-
- https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/reciprocity
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Virginia', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_washington(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Washington:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Washington:
-
- https://dor.wa.gov/taxes-rates/income-tax
https://dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax
https://dor.wa.gov/taxes-rates/income-tax
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Washington', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_west_virginia(self, pay_periods=24, capital_gains_short=0, county_occupation='Other', dependents=0, sources=False, state_agi=75000, filers_over_65=0, capital_gains_long=0, filing_status='single', income=100000, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
West Virginia:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_occupation : str, optional
County of occupation. Default is Other.
pay_periods : int, optional
Number of pay periods. Options are 13, 24, 26, 52. Default is 24.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
West Virginia:
-
- https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://tax.wv.gov/Documents/TSD/tsd438.pdf
https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2011/Taxes-11-35att.html
"""
# Check if the parameters are set upstream in the instance
pay_periods = self.pay_periods if hasattr(self, 'pay_periods') else pay_periods
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
county_occupation = self.county_occupation if hasattr(self, 'county_occupation') else county_occupation
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'WestVirginia', "pay_periods": pay_periods, "capital_gains_short": capital_gains_short, "county_occupation": county_occupation, "dependents": dependents, "sources": sources, "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_wisconsin(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wisconsin:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Wisconsin:
-
- https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/TaxForms2023/2023-Form1-ES-Inst.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
https://www.revenue.wi.gov/Dor%20Publications/pb103.pdf
https://www.revenue.wi.gov/Pages/FAQS/pcs-work.aspx
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Wisconsin', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_carolina_and_wyoming(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, income=100000, capital_gains_long=0, filing_status='single', dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Carolina:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Wyoming:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Carolina:
- https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
https://dor.sc.gov/forms-site/Forms/IITPacket_2022.pdf
https://www.scstatehouse.gov/code/t12c006.php
https://dor.sc.gov/resources-site/lawandpolicy/Advisory%20Opinions/IL22-15.pdf
Wyoming:
-
- https://revenue.wyo.gov/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
income = self.income if hasattr(self, 'income') else income
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthCarolina', 'state_occupation': 'Wyoming', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "income": income, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_dakota_and_alabama(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Alabama:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Dakota:
- https://dor.sd.gov/individuals/taxes/
Alabama:
-
- https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.revenue.alabama.gov/faqs/what-is-alabamas-individual-income-tax-rate/
https://www.revenue.alabama.gov/ultraviewer/viewer/basic_viewer/index.html?form=2023/02/22f40.pdf
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.nfc.usda.gov/Publications/HR_Payroll/Taxes/Bulletins/2022/Taxes-22-24.htm?taxmap=true
https://www.revenue.alabama.gov/individual-corporate/income-to-be-reported-on-the-alabama-income-tax-return/
https://www.almonline.org/TaxRates.aspx#OccupationalTax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthDakota', 'state_occupation': 'Alabama', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_dakota_and_alaska(self, sources=False):
"""
--- Parameters ----
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Alaska:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Dakota:
- https://dor.sd.gov/individuals/taxes/
Alaska:
-
- https://www.commerce.alaska.gov/web/dcra/officeofthestateassessor/alaskataxfacts.aspx
"""
# Check if the parameters are set upstream in the instance
sources = self.sources if hasattr(self, 'sources') else sources
# State-specific parameters
data = {
'state_residence': 'SouthDakota', 'state_occupation': 'Alaska', "sources": sources
}
return self.__fetch__(data, 'state-taxes')
def south_dakota_and_arizona(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arizona:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
credits_state : int, optional
Credits for state taxes. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Dakota:
- https://dor.sd.gov/individuals/taxes/
Arizona:
-
- https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/forms/individual/form-140-x-y-tables
https://azdor.gov/businesses-arizona/withholding-tax/withholding-exceptions
"https://azdor.gov/individuals/income-tax-filing-assistance/identifying-other-taxable-income#:~:text=In%20regards%20to%20capital%20gains
the%20individuals%20regular%20tax%20rate.
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthDakota', 'state_occupation': 'Arizona', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_dakota_and_arkansas(self, state_agi=75000, filers_over_65=0, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, dependents=0, sources=False, credits_state=0):
"""
--- Parameters ----
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Arkansas:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
dependents : int, optional
Number of dependents. Default is 0. Source - https://www.irs.gov/faqs/filing-requirements-status-dependents/dependents/dependents-2
filers_over_65 : int, optional
Number of filers over 65. Options are 0, 1, 2. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Dakota:
- https://dor.sd.gov/individuals/taxes/
Arkansas:
-
- https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/personal-income-tax
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_FullYearResidentIndividualIncomeTaxReturn.pdf
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
https://www.arkansasedc.com/why-arkansas/business-climate/tax-structure/capital-gains-tax-reduction
https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/2022_AR1000F_and_AR1000NR_Instructions.pdf
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
filers_over_65 = self.filers_over_65 if hasattr(self, 'filers_over_65') else filers_over_65
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
dependents = self.dependents if hasattr(self, 'dependents') else dependents
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthDakota', 'state_occupation': 'Arkansas', "state_agi": state_agi, "filers_over_65": filers_over_65, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "dependents": dependents, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_dakota_and_california(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
California:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Dakota:
- https://dor.sd.gov/individuals/taxes/
California:
-
- https://www.ftb.ca.gov/forms/2022/2022-540-tax-rate-schedules.pdf
https://www.ftb.ca.gov/file/personal/deductions/index.html
https://www.ftb.ca.gov/about-ftb/newsroom/caleitc/eligibility-and-credit-information.html
https://www.ftb.ca.gov/file/personal/income-types/capital-gains-and-losses.html#:~:text=California%20does%20not%20have%20a
are%20taxed%20as%20ordinary%20income
https://www.ftb.ca.gov/file/personal/
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthDakota', 'state_occupation': 'California', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_dakota_and_colorado(self, county_residence='Other', state_agi=75000, capital_gains_short=0, capital_gains_long=0, income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Colorado:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
credits_state : int, optional
Credits for state taxes. Default is 0.
county_residence : str, optional
County of residence. Default is Other.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Dakota:
- https://dor.sd.gov/individuals/taxes/
Colorado:
-
- https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://leg.colorado.gov/agencies/legislative-council-staff/individual-income-tax%C2%A0
https://tax.colorado.gov/sites/tax/files/documents/ITT_Capital_Gain_Subtraction_Feb_2022.pdf
https://www.auroragov.org/business_services/taxes/occupational_privilege_tax
https://www.denvergov.org/Government/Agencies-Departments-Offices/Agencies-Departments-Offices-Directory/Department-of-Finance/Our-Divisions/Treasury/Business-Tax-Information#:~:text=Occupational%20privilege%20tax
-%28show%20below%29&text=Each%20taxable%20employee%20is%20liable
month%20for%20each%20taxable%20employee
https://www.glendale.co.us/355/Occupational-Privilege-Tax
https://www.greenwoodvillage.com/1220/Occupational-Privilege-Tax-OPT
https://ci.sheridan.co.us/288/Occupational-Privilege-Tax
"""
# Check if the parameters are set upstream in the instance
county_residence = self.county_residence if hasattr(self, 'county_residence') else county_residence
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthDakota', 'state_occupation': 'Colorado', "county_residence": county_residence, "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_dakota_and_connecticut(self, state_agi=75000, capital_gains_short=0, capital_gains_long=0, filing_status='single', income=100000, sources=False, credits_state=0):
"""
--- Parameters ----
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Connecticut:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
filing_status : str, optional
Filing status for taxes. Options are 'single', 'married_jointly', 'married_seperately', 'head_of_household', 'widow(er)'. Default is 'single'. Source - https://www.irs.gov/newsroom/taxpayers-should-use-the-correct-filing-status-for-accuracy-and-to-avoid-
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
state_agi : int, optional
Adjusted Gross Income (AGI) for state taxes. Default is 0.
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources' contains a dict of the sources.
Note:
The function fetches the latest tax details from external sources to perform the calculation.
--- Sources ---
South Dakota:
- https://dor.sd.gov/individuals/taxes/
Connecticut:
-
- https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
https://www.cga.ct.gov/2022/rpt/pdf/2022-R-0108.pdf
https://www.cga.ct.gov/current/pub/chap_229.htm#sec_12-703
https://portal.ct.gov/-/media/DRS/Forms/2022/Income/2022-CT-1040-Instructions_1222.pdf
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
"https://portal.ct.gov/DRS/Publications/TSSNs/TSSN-29#:~:text=An%20individuals%20net%20capital%20gains
portion%20of%20Social%20Security%20benefits"
https://portal.ct.gov/DRS/Individuals/Resident-Income-Tax/Tax-Information
"""
# Check if the parameters are set upstream in the instance
state_agi = self.state_agi if hasattr(self, 'state_agi') else state_agi
capital_gains_short = self.capital_gains_short if hasattr(self, 'capital_gains_short') else capital_gains_short
capital_gains_long = self.capital_gains_long if hasattr(self, 'capital_gains_long') else capital_gains_long
filing_status = self.filing_status if hasattr(self, 'filing_status') else filing_status
income = self.income if hasattr(self, 'income') else income
sources = self.sources if hasattr(self, 'sources') else sources
credits_state = self.credits_state if hasattr(self, 'credits_state') else credits_state
# State-specific parameters
data = {
'state_residence': 'SouthDakota', 'state_occupation': 'Connecticut', "state_agi": state_agi, "capital_gains_short": capital_gains_short, "capital_gains_long": capital_gains_long, "filing_status": filing_status, "income": income, "sources": sources, "credits_state": credits_state
}
return self.__fetch__(data, 'state-taxes')
def south_dakota_and_delaware(self, capital_gains_long=0, federal_agi=75000, income=100000, sources=False, capital_gains_short=0, credits_state=0):
"""
--- Parameters ----
South Dakota:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
Delaware:
sources : bool, optional
Whether to return the sources of the tax details. Default is False.
capital_gains_short : int, optional
Net short term capital gains. Default is 0.
capital_gains_long : int, optional
Net long term capital gains. Default is 0.
credits_state : int, optional
Credits for state taxes. Default is 0.
federal_agi : int, optional
Adjusted Gross Income (AGI) for federal taxes. Default is 0. Sources - https://www.irs.gov/e-file-providers/definition-of-adjusted-gross-income, https://www.irs.gov/newsroom/taxpayers-should-know-the-difference-between-standard-and-itemized-deductions
income : int, optional
Gross income. Default is 0.
Returns:
pandas.DataFrame: A DataFrame containing the detailed tax breakdown.
or
dict: where 'data' contains the DataFrame and 'sources'