👶 CTC Flow

This attempts to generate an intake so you can test specific pages. It might not work perfectly.

Showing all pages.

Welcome!
Ctc::Questions::OverviewController
Where was your main home for %{current_tax_year}?
Ctc::Questions::MainHomeController
As of December 31, %{current_tax_year}, were you legally married?
Ctc::Questions::FilingStatusController
Did you make less than %{standard_deduction} in %{current_tax_year}?
Ctc::Questions::IncomeQualifierController
You can only use GetCTC if, in %{current_tax_year}, you:
Ctc::Questions::IncomeController
You are currently filing a simplified tax return to claim only your Child Tax Credit and third stimulus payment.
Ctc::Questions::FileFullReturnController

Would you like to claim more money by sharing any 2021 W-2 forms?

Ctc::Questions::ClaimEitcController

      def self.show?(intake, current_controller)
        current_controller.open_for_eitc_intake? && !intake.home_location_puerto_rico?
      end

There are some cases in which you may not be able to use GetCTC, but they are rare.
Ctc::Questions::RestrictionsController
Did you file a %{current_tax_year} tax return this year?
Ctc::Questions::AlreadyFiledController
Can anyone else claim you on their %{current_tax_year} tax return?
Ctc::Questions::LifeSituationsController
In order to file, we need some basic information.
Ctc::Questions::LegalConsentController
Did you file a %{prior_tax_year} tax return?
Ctc::Questions::FiledPriorTaxYearController
What was your %{prior_tax_year} Adjusted Gross Income?
Ctc::Questions::PriorTaxYearAgiController
def self.show?(intake) intake.filed_prior_tax_year_filed_full? end
What is the best way to reach you?
Ctc::Questions::ContactPreferenceController
Please share your cell phone number.
Ctc::Questions::CellPhoneNumberController
Please share your email address.
Ctc::Questions::EmailAddressController

Let's verify that contact info with a code!

Ctc::Questions::EmailVerificationController

      def self.show?(intake)
        return false if intake.sms_phone_number_verified_at? # only require one verified contact type

        intake.email_address.present? && intake.email_notification_opt_in_yes? && !intake.email_address_verified_at.present?
      end

Let's verify that contact info with a code!

Ctc::Questions::PhoneVerificationController

      def self.show?(intake)
        # if the client already has a valid intake with same info, don't show
        return false if intake.email_address_verified_at? # only require one verified contact type

        # if the client has already verified the phone number, don't show
        intake.sms_phone_number.present? && intake.sms_notification_opt_in_yes? && !intake.sms_phone_number_verified_at.present?
      end

Tell us about your spouse.

Ctc::Questions::SpouseInfoController

      def self.show?(intake)
        intake.filing_jointly?
      end

Did %{spouse_first_name} file a %{prior_tax_year} tax return?
Ctc::Questions::SpouseFiledPriorTaxYearController
def self.show?(intake) intake.filing_jointly? end
What was %{spouse_first_name}’s %{prior_tax_year} Adjusted Gross Income?
Ctc::Questions::SpousePriorTaxYearAgiController
def self.show?(intake) intake.spouse_filed_prior_tax_year_filed_full_separate? end
Let's confirm your spouse's information.
Ctc::Questions::SpouseReviewController
def self.show?(intake) intake.filing_jointly? end

Did you earn more than $10,000 in investment income in %{current_tax_year}?

Ctc::Questions::InvestmentIncomeController

      def self.show?(intake, current_controller)
        current_controller.open_for_eitc_intake? && intake.claim_eitc_yes?
      end

To claim your Child Tax Credit, you must add your dependents (children or others who you financially support)
Ctc::Questions::HadDependentsController
Let’s get their basic information!
Ctc::Questions::Dependents::InfoController
Great, let’s make sure %{name} qualifies!
Ctc::Questions::Dependents::ChildQualifiersController
Did %{name} pay more than half their own living expenses in %{current_tax_year}?
Ctc::Questions::Dependents::ChildExpensesController
How many months did %{name} live with you in %{current_tax_year}?
Ctc::Questions::Dependents::ChildResidenceController
Are you the only person who could claim %{name}?
Ctc::Questions::Dependents::ChildCanBeClaimedByOtherController
Here’s how to check if you can claim %{name}.
Ctc::Questions::Dependents::ChildClaimAnywayController
Did %{name} live with you for the entire year in %{current_tax_year}?
Ctc::Questions::Dependents::RelativeMemberOfHouseholdController
Did you pay more than half of %{name}'s living expenses for %{current_tax_year}?
Ctc::Questions::Dependents::RelativeFinancialSupportController
We just need to verify a few more things.
Ctc::Questions::Dependents::RelativeQualifiersController
You can not claim benefits for %{name}. Would you like to add anyone else?
Ctc::Questions::Dependents::DoesNotQualifyCtcController

Let’s confirm!

Ctc::Questions::ConfirmDependentsController

      def self.show?(intake)
        intake.had_dependents_yes? || intake.dependents.count > 0
      end

Claiming Head of Household status will not increase your refund.
Ctc::Questions::HeadOfHouseholdController
def self.show?(_intake) false end
You will not receive the Child Tax Credit, but you may continue to collect other cash payments.
Ctc::Questions::NoDependentsController
def self.show?(intake) intake.dependents.none?(&:qualifying_ctc?) end
Did you receive any monthly Advance Child Tax Credit payments in %{current_tax_year}?
Ctc::Questions::NoDependentsAdvanceCtcPaymentsController
def self.show?(intake) intake.dependents.none?(&:qualifying_ctc?) end

Select any of the situations that were true in %{current_tax_year}:

Ctc::Questions::EitcQualifiersController

      def self.show?(intake, current_controller)
        benefits_eligibility = Efile::BenefitsEligibility.new(tax_return: intake.default_tax_return, dependents: intake.dependents)
        current_controller.open_for_eitc_intake? &&
          intake.exceeded_investment_income_limit_no? &&
          benefits_eligibility.filers_younger_than_twenty_four? &&
          intake.dependents.none?(&:qualifying_eitc?)
      end

You do not qualify for the Earned Income Tax Credit, but there’s still money waiting for you!

Ctc::Questions::EitcOffboardingController

      def self.show?(intake, current_controller)
        benefits_eligibility = Efile::BenefitsEligibility.new(tax_return: intake.default_tax_return, dependents: intake.dependents)
        current_controller.open_for_eitc_intake? && intake.claim_eitc_yes? && !benefits_eligibility.qualified_for_eitc_pre_w2s?
      end

Please share the income from your W-2.

Ctc::Questions::W2sController

      def self.show?(intake, current_controller)
        return unless current_controller.open_for_eitc_intake?

        benefits_eligibility = Efile::BenefitsEligibility.new(tax_return: intake.default_tax_return, dependents: intake.dependents)
        benefits_eligibility.claiming_and_qualified_for_eitc_pre_w2s?
      end

Let’s start by entering some basic info for %{name}.
Ctc::Questions::W2s::EmployeeInfoController
Great! Please enter all of %{name}’s wages, tips, and taxes withheld from this W-2.
Ctc::Questions::W2s::WagesInfoController
Now we’ll move into the employer section of %{name}’s W-2.
Ctc::Questions::W2s::EmployerInfoController
Let’s finish entering %{name}’s W-2 information.
Ctc::Questions::W2s::MiscInfoController
Please share the income from your W-2.
Ctc::Questions::ConfirmW2sController

In order to claim your EITC, you need to add the income from your W-2.

Ctc::Questions::EitcNoW2OffboardingController

      def self.show?(intake, current_controller)
        benefits_eligibility = Efile::BenefitsEligibility.new(tax_return: intake.default_tax_return, dependents: intake.dependents)
        current_controller.open_for_eitc_intake? && intake.claim_eitc_yes? && benefits_eligibility.qualified_for_eitc_pre_w2s? && (intake.had_w2s_no? || intake.completed_w2s.none?)
      end

Unfortunately, you can’t use GetCTC because of your reported income.

Ctc::Questions::SimplifiedFilingIncomeOffboardingController

      def self.show?(intake, current_controller)
        return false unless current_controller.open_for_eitc_intake?

        intake.benefits_eligibility.disqualified_for_simplified_filing_due_to_income?
      end

Did you make more than %{additional_income_amount} in additional income?

Ctc::Questions::NonW2IncomeController

      def self.show?(intake, current_controller)
        return false unless current_controller.open_for_eitc_intake?
        return false if intake.dependents.any?(&:qualifying_eitc?)

        if intake.filing_jointly?
          (15_000...Efile::BenefitsEligibility::EITC_UPPER_LIMIT_JOINT).cover?(intake.total_wages_amount)
        else
          (10_000...Efile::BenefitsEligibility::EITC_UPPER_LIMIT_SINGLE).cover?(intake.total_wages_amount)
        end
      end

You do not qualify for the Earned Income Tax Credit with GetCTC, but there’s still money waiting for you!

Ctc::Questions::EitcIncomeOffboardingController

      def self.show?(intake, current_controller)
        benefits_eligibility = Efile::BenefitsEligibility.new(tax_return: intake.default_tax_return, dependents: intake.dependents)

        current_controller.open_for_eitc_intake? && benefits_eligibility.disqualified_for_eitc_due_to_income?
      end

Did you receive a total of $%{adv_ctc_estimate} in Advance Child Tax Credit payments in 2021?
Ctc::Questions::AdvanceCtcController
def self.show?(intake) intake.dependents.count(&:qualifying_ctc?).positive? end

Enter the total amount of Advance Child Tax Credit payments you received.

Ctc::Questions::AdvanceCtcAmountController

      def self.show?(intake)
        intake.advance_ctc_amount_received.nil? && intake.dependents.count(&:qualifying_ctc?).positive?
      end

You have no more Child Tax Credit to claim.

Ctc::Questions::AdvanceCtcClaimedController

      def self.show?(intake)
        return false if intake.advance_ctc_amount_received.nil? || intake.dependents.count(&:qualifying_ctc?).zero?

        benefits = Efile::BenefitsEligibility.new(tax_return: intake.default_tax_return, dependents: intake.dependents)
        benefits.advance_ctc_amount_received >= benefits.ctc_amount
      end

Ok, we calculated your Child Tax Credit.

Ctc::Questions::AdvanceCtcReceivedController

      def self.show?(intake)
        return false if intake.advance_ctc_amount_received.nil? || intake.dependents.count(&:qualifying_ctc?).zero?

        benefits = Efile::BenefitsEligibility.new(tax_return: intake.default_tax_return, dependents: intake.dependents)
        benefits.advance_ctc_amount_received < benefits.ctc_amount
      end

Did you receive a total of %{third_stimulus_amount} for your third stimulus payment?
Ctc::Questions::StimulusPaymentsController
def self.show?(intake) !intake.puerto_rico_filing? end

Enter the total amount you received for your third stimulus payment.

Ctc::Questions::StimulusThreeController

      def self.show?(intake)
        return false if intake.puerto_rico_filing?

        intake.eip3_amount_received.nil?
      end

It looks like you received all of the third stimulus payment.

Ctc::Questions::StimulusReceivedController

      def self.show?(intake)
        return false if intake.puerto_rico_filing?
        return false if intake.eip3_amount_received.nil?

        Efile::BenefitsEligibility.new(tax_return: intake.default_tax_return, dependents: intake.dependents).outstanding_recovery_rebate_credit&.zero?
      end

It looks like you are still owed some of the third stimulus payment.

Ctc::Questions::StimulusOwedController

      def self.show?(intake)
        return false if intake.puerto_rico_filing?
        return false if intake.eip3_amount_received.nil?

        (Efile::BenefitsEligibility.new(tax_return: intake.default_tax_return, dependents: intake.dependents).outstanding_recovery_rebate_credit || 0).positive?
      end

How would you like to receive any payments?
Ctc::Questions::RefundPaymentController

Please provide your bank details.

Ctc::Questions::BankAccountController

      def self.show?(intake)
        intake.refund_payment_method_direct_deposit?
      end

Great! Check to make sure your bank information is correct.
Ctc::Questions::ConfirmBankAccountController
def self.show?(intake) intake.refund_payment_method_direct_deposit? end
Please provide your mailing address.
Ctc::Questions::MailingAddressController
Great! Confirm your mailing address.
Ctc::Questions::ConfirmMailingAddressController
def self.show?(intake) intake.usps_address_verified_at end
Has anyone on your return been issued an IP PIN because of identity theft?
Ctc::Questions::IpPinController

Please enter the IP PIN.

Ctc::Questions::IpPinEntryController

      def self.show?(intake)
        intake.has_primary_ip_pin_yes? || intake.has_spouse_ip_pin_yes? || intake.dependents.any? { |dep| dep.has_ip_pin_yes? }
      end

Please review and confirm your information.
Ctc::Questions::ConfirmInformationController
Review this list of the payments you are claiming:
Ctc::Questions::ConfirmPaymentController
What language do you want the IRS to use when they contact you?
Ctc::Questions::IrsLanguagePreferenceController
Enter your driver's license or state issued ID information.
Ctc::Questions::DriversLicenseController
Enter %{spouse_first_name}'s driver's license or state issued ID information
Ctc::Questions::SpouseDriversLicenseController
def self.show?(intake) intake.filing_jointly? end
Please read through the legal information before submitting your tax return.
Ctc::Questions::ConfirmLegalController

👶 CTC Flow

Magic Intake Generator 🧙