generate_full_tax_report
Generate a comprehensive tax estimate report combining federal tax, state tax, FICA, credits, and deductions into one summary for tax planning.
Instructions
Generate a full tax estimate report combining federal tax, state tax, FICA, all credits and deductions into one summary. Like a TurboTax final page.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| taxYear | Yes | Tax year (2024 or 2025) | |
| filingStatus | Yes | ||
| w2Income | No | W-2 wages | |
| selfEmploymentIncome | No | Self-employment net profit | |
| interestIncome | No | 1099-INT interest income | |
| dividendIncome | No | 1099-DIV ordinary dividends | |
| qualifiedDividends | No | Qualified dividends (subset of dividends, taxed at CG rates) | |
| longTermCapitalGains | No | Long-term capital gains/losses | |
| shortTermCapitalGains | No | Short-term capital gains/losses | |
| otherIncome | No | Other income (rental, alimony, etc.) | |
| aboveTheLineDeductions | No | HSA, student loan interest, educator expenses, etc. | |
| mortgageInterest | No | Mortgage interest | |
| stateLocalTaxesPaid | No | State/local/property taxes paid | |
| charitableDonations | No | Charitable contributions | |
| medicalExpenses | No | Unreimbursed medical expenses | |
| otherItemized | No | Other itemized deductions | |
| dependents | No | Qualifying children under 17 | |
| qualifiedBusinessIncome | No | QBI for Section 199A | |
| stateCode | No | State code for state tax estimate | |
| federalWithheld | No | Federal tax already withheld YTD | |
| stateWithheld | No | State tax already withheld YTD | |
| estimatedPaymentsMade | No | Estimated tax payments already made |