{% extends "base.html" %}
{% from "_macros.html" import money, year_picker %}
{% block title %}Tax center {{ year }}{% endblock %}
{% block content %}
<header class="page-head">
  <div><h1>Tax center — {{ year }}</h1>
  <p class="muted">Numbers for your return, organized the way the IRS forms ask for them.</p></div>
  <div class="actions no-print">
    {{ year_picker(years, year, 'main.tax_center') }}
    <a class="btn" href="{{ url_for('main.tax_package', year=year) }}">Download package for my accountant (.zip)</a>
    <button class="btn" onclick="window.print()">Print</button>
  </div>
</header>

<section class="card checklist">
  <h2>Before you file</h2>
  {% if checklist %}
  <ul class="check-items">
    {% for item in checklist %}
      <li class="ci-{{ item.level }}">
        <span class="ci-icon">{{ {'error': '✕', 'warn': '!', 'info': 'i'}[item.level] }}</span>
        <span>{{ item.text }}</span>
        {% if item.link %}<a class="no-print" href="{{ url_for('main.' ~ item.link[0], **item.link[1]) }}">Fix →</a>{% endif %}
      </li>
    {% endfor %}
  </ul>
  {% else %}
  <p class="ok">✓ Everything is categorized, assigned and reconciled for {{ year }}.</p>
  {% endif %}
</section>

<section class="card">
  <div class="card-head"><h2>Schedule E — rental real estate</h2><a href="{{ url_for('main.report_schedule_e', year=year) }}">Line-by-line →</a></div>
  <table class="table">
    <thead><tr><th>Property</th><th class="num">Rents (line 3)</th><th class="num">Expenses</th><th class="num">Depreciation (18)</th><th class="num">Income / (loss) (21)</th></tr></thead>
    <tbody>
    {% for c in sched_e.columns %}{% set a = sched_e.amounts[c.id] %}
      <tr class="{{ 'warn-row' if c.id == 0 }}"><td>{{ c.name }}</td>
        <td class="num">{{ a['3']|money }}</td>
        <td class="num">{{ (a['20'] - a['18'])|money }}</td>
        <td class="num">{{ a['18']|money }}</td>
        {{ money(a['21']) }}</tr>
    {% else %}
      <tr><td colspan="5" class="empty">No rental activity in {{ year }}.</td></tr>
    {% endfor %}
    </tbody>
    {% if sched_e.columns %}
    <tfoot><tr><th>Total</th><th class="num">{{ sched_e.totals['3']|money }}</th><th class="num">{{ (sched_e.totals['20'] - sched_e.totals['18'])|money }}</th>
      <th class="num">{{ sched_e.totals['18']|money }}</th><th class="num {{ 'neg' if sched_e.totals['21'] < 0 }}">{{ sched_e.totals['21']|money }}</th></tr></tfoot>
    {% endif %}
  </table>
  <p class="muted small">A rental loss may be limited by the passive-activity rules (Form 8582) — your tax software or preparer applies those limits.
    <a href="{{ url_for('main.report_depreciation', year=year) }}">Depreciation schedule →</a></p>
</section>

<div class="grid-2">
<section class="card">
  <div class="card-head"><h2>Schedule D / Form 8949 — stock sales</h2><a href="{{ url_for('main.report_gains', year=year) }}">Every sale →</a></div>
  <table class="table">
    <thead><tr><th></th><th class="num">Proceeds</th><th class="num">Cost basis</th><th class="num">Adjustments</th><th class="num">Gain / (loss)</th></tr></thead>
    <tbody>
      {% for term, label in [('short', 'Short-term (Part I)'), ('long', 'Long-term (Part II)')] %}{% set s = gains.sums[term] %}
      <tr><td class="nowrap">{{ label }}</td><td class="num">{{ s.proceeds|money }}</td><td class="num">{{ s.basis|money }}</td><td class="num">{{ s.adjustment|money(true) }}</td>{{ money(s.gain) }}</tr>
      {% endfor %}
      {% if gains.groups.unknown %}{% set s = gains.sums.unknown %}
      <tr class="warn-row"><td>Missing cost basis</td><td class="num">{{ s.proceeds|money }}</td><td class="num">?</td><td></td><td class="num">?</td></tr>
      {% endif %}
    </tbody>
  </table>
  <p class="muted small">Capital gain distributions from funds (Schedule D line 13): <strong>{{ inv.totals.capgain_dist|money }}</strong></p>
</section>

<section class="card">
  <div class="card-head"><h2>Schedule B — interest &amp; dividends</h2><a href="{{ url_for('main.report_income', year=year) }}">By payer →</a></div>
  <dl class="stat-list">
    <div><dt>Taxable interest</dt><dd>{{ inv.totals.interest|money }}</dd></div>
    <div><dt>Ordinary dividends</dt><dd>{{ inv.totals.dividends|money }}</dd></div>
    <div><dt>Estimated tax paid</dt><dd>{{ estimated|money }}</dd></div>
  </dl>
  <p class="muted small">The <em>qualified</em> part of your dividends (taxed at lower rates) is on each 1099-DIV, box 1b.</p>
</section>
</div>

<p class="disclaimer">These reports organize your records to make filing easier. They are not tax advice. Check them against the forms your bank, broker and lenders send (1099-INT, 1099-DIV, 1099-B, 1098) and with your tax preparer.</p>
{% endblock %}