{% extends "base.html" %} {% from "tax/_fields.html" import field, steps %} {% block title %}{{ s.title }} · {{ year }}{% endblock %} {% block content %}

Tax return {{ year }} /

{{ s.title }}

{% if s.blurb %}

{{ s.blurb }}

{% endif %}
{{ steps(sections, year, s.slug) }}
{% if s.slug == 'investments' %}

From your books

Interest
${{ '{:,}'.format(books.interest) }}
Ordinary dividends
${{ '{:,}'.format(books.dividends) }}
Capital gain distributions
${{ '{:,}'.format(books.cap_gain_dist) }}
Short-term gain/(loss)
${{ '{:,}'.format(books.gains.short.gain) }}
Long-term gain/(loss)
${{ '{:,}'.format(books.gains.long.gain) }}
{% if books.gains_unknown_count %}

{{ books.gains_unknown_count }} sale(s) have no purchase on record — fix on the Investments page or use your 1099-B totals.

{% endif %}
{% elif s.slug == 'rentals' %}

From your books (Schedule E)

{% if books.rentals %} {% for r in books.rentals %}{% endfor %}
PropertyRentsExpenses incl. depreciationIncome / (loss)
{{ r.name }}${{ '{:,}'.format(r.lines['3']) }}${{ '{:,}'.format(r.lines['20']) }}${{ '{:,}'.format(r.lines['21']) }}

Line-by-line Schedule E and the Form 1098 adjustment →

{% else %}

No rental properties in these books.

{% endif %}
{% elif s.slug == 'payments' %}

Estimated payments found in your books

Federal (Feb {{ year }} – Jan {{ year + 1 }})

{% for d, p, a in books.fed_estimates %}
{{ d|usdate }} · {{ p }} · ${{ '{:,}'.format(a) }}
{% else %}

None

{% endfor %}

Connecticut (Feb {{ year }} – Jan {{ year + 1 }})

{% for d, p, a in books.ct_estimates %}
{{ d|usdate }} · {{ p }} · ${{ '{:,}'.format(a) }}
{% else %}

None — categorize CT payments as “State Estimated Tax Payments”.

{% endfor %}
{% elif s.slug == 'business' %}{% endif %} {% if s.sublists %} {% for key, pair in sub.items() %}{% set ss, items = pair %}

{{ ss.title }}

+ Add {{ ss.title }}
{% for it in items %}
{{ ss.item_title(it) }} {% if key == 'r1099' %}taxable ${{ '{:,}'.format(it.taxable or 0) }} · code {{ it.code }}{% else %}benefits ${{ '{:,}'.format(it.benefits or 0) }}{% endif %}
{% else %}

None entered.

{% endfor %}
{% endfor %}
{% if next_slug %}Next section →{% endif %}
{% else %}
{% if not fields %}

Nothing to answer here.

{% endif %}
{% for f in fields %}{{ field(f, get_path(data, f.path)) }}{% endfor %}
{% if next_slug %}{% endif %} Cancel
{% endif %}
{% endblock %}