-
Notifications
You must be signed in to change notification settings - Fork 1.4k
Expand file tree
/
Copy pathfamilyAndHousehold.xml
More file actions
5204 lines (4719 loc) · 167 KB
/
Copy pathfamilyAndHousehold.xml
File metadata and controls
5204 lines (4719 loc) · 167 KB
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
<?xml-model href="./FactDictionaryModule.rng"?>
<FactDictionaryModule>
<Facts>
<Fact path="/monthsLivedWithTPInUSOptions">
<Description>Months lived with TP in US Options</Description>
<Derived>
<EnumOptions>
<String>twelve</String>
<String>eleven</String>
<String>ten</String>
<String>nine</String>
<String>eight</String>
<String>seven</String>
<String>six</String>
</EnumOptions>
</Derived>
</Fact>
<Fact path="/familyAndHouseholdSsnEmploymentValidityOptions">
<Name>SSN Employment Validity Options</Name>
<Description>Options for SSN Employment validity</Description>
<Derived>
<EnumOptions>
<String>neither</String>
<String>notValid</String>
<String>validOnlyWithDhsAuthorizationInEffect</String>
<String>validOnlyWithDhsAuthorizationExpired</String>
</EnumOptions>
</Derived>
</Fact>
<Fact path="/residencyDurationOptions">
<Name>Residency duration Options</Name>
<Description>Options for residency duration</Description>
<Derived>
<EnumOptions>
<String>allYear</String>
<String>sixToElevenMonths</String>
<String>lessThanSixMonths</String>
</EnumOptions>
</Derived>
</Fact>
<Fact path="/familyAndHousehold">
<Name>Family and Household</Name>
<Description>The people entered in the family and household section who may qualify as QPs or dependents</Description>
<Writable>
<Collection />
</Writable>
</Fact>
<Fact path="/familyAndHouseholdIsDone">
<Name>Dependents is Done</Name>
<Description>The user has clicked "Done" for the family and HH section</Description>
<Export downstreamFacts="true" />
<Writable>
<Boolean />
</Writable>
<Placeholder>
<False />
</Placeholder>
</Fact>
<Fact path="/hasIncompleteDependents">
<Name>Has incomplete dependents</Name>
<Description>One or more of the dependents entered is incomplete</Description>
<BlockSubmissionOnTrue />
<Derived>
<GreaterThan>
<Left>
<Count>
<Dependency path="/familyAndHousehold/*/isIncomplete" />
</Count>
</Left>
<Right>
<Int>0</Int>
</Right>
</GreaterThan>
</Derived>
</Fact>
<!-- This is a hack; CollectionItem references are not currently deleted when their referenced collection item is
deleted, so we can use a combination of Find and IsComplete to detect stale collection item references using this
fact -->
<Fact path="/familyAndHousehold/*/existentialFact">
<Name>First name</Name>
<Description>Do I exist? Used to detect stale collection references.</Description>
<Derived>
<True />
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/firstName">
<Name>First name</Name>
<Description>The first name of the dependent. Must match the name as known to the Social Security Administration.</Description>
<Export mef="true" stateSystems="true" />
<Writable>
<String />
<Limit type="Match">
<String><![CDATA[[\sA-Za-z\-]+]]></String>
</Limit>
<Limit type="MaxLength">
<Int>20</Int>
</Limit>
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/writableMiddleInitial">
<Name>Middle initial</Name>
<Description>The middle initial of the dependent. Must match the name as known to the Social Security
Administration. This is the optional writable fact. Please use derived fact in downstream calculations.</Description>
<Writable>
<String />
<Limit type="Match">
<String><![CDATA[[\sA-Za-z\-]+]]></String>
</Limit>
<Limit type="MaxLength">
<Int>1</Int>
</Limit>
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/middleInitial">
<Name>Middle Initial</Name>
<Description>The middle initial of the dependent. Must match the name as known to the Social Security
Administration.</Description>
<Export stateSystems="true" />
<Derived>
<Switch>
<Case>
<When>
<IsComplete>
<Dependency path="../writableMiddleInitial" />
</IsComplete>
</When>
<Then>
<Dependency path="../writableMiddleInitial" />
</Then>
</Case>
<Case>
<When>
<True />
</When>
<Then>
<String />
</Then>
</Case>
</Switch>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/lastName">
<Name>Last name</Name>
<Description>The last name of the dependent. Must match the name as known to the Social Security Administration.</Description>
<Export mef="true" stateSystems="true" />
<Writable>
<String />
<Limit type="Match">
<String><![CDATA[[\sA-Za-z\-]+]]></String>
</Limit>
<Limit type="MaxLength">
<Int>20</Int>
</Limit>
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/lastNameAndSuffix">
<Description>The last name and suffix of the dependent</Description>
<Export mef="true" />
<Derived>
<Paste>
<Dependency path="../lastName" />
<Dependency path="../suffixString" />
</Paste>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/writableSuffix">
<Description>The suffix of the dependent.</Description>
<Writable>
<Enum optionsPath="/suffixOptions" />
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/suffixString">
<Name>Suffix string</Name>
<Description>The suffix of the dependent as a string for concatenation.</Description>
<Derived>
<Switch>
<Case>
<When>
<IsComplete>
<Dependency path="../writableSuffix" />
</IsComplete>
</When>
<Then>
<AsString>
<Dependency path="../writableSuffix" />
</AsString>
</Then>
</Case>
<Case>
<When>
<True />
</When>
<Then>
<String />
</Then>
</Case>
</Switch>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/suffix">
<Description>
The suffix of the dependent. Exported for mef
</Description>
<Export mef="true" stateSystems="true" />
<Derived>
<Dependency path="../writableSuffix" />
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/hasIpPin">
<Name>Dependent Has IP PIN</Name>
<Description>Whether the dependent has an IP Pin</Description>
<Writable>
<Boolean />
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/flowIpPinReady">
<Name>Dependent IP Pin Ready</Name>
<Description>Whether the TP is ready to input the IP PIN</Description>
<Writable>
<Boolean />
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/identityPin">
<Name>Dependent IP Pin</Name>
<Description>The Identity PIN of the Dependent</Description>
<Export mef="true" />
<Writable>
<IPPIN />
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/fullName">
<Name>Dependent's full name</Name>
<Description>
The full name of the dependent, used for the frontend
</Description>
<Derived>
<Paste>
<Dependency path="../firstName" />
<Dependency path="../middleInitial" />
<Dependency path="../lastName" />
<Dependency path="../suffixString" />
</Paste>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/mefFullName">
<Name>Dependent's full name</Name>
<Description>The full name of the dependent</Description>
<Export downstreamFacts="true" mef="true" />
<Derived>
<TruncateNameForMeF>
<FirstName>
<Dependency path="../firstName" />
</FirstName>
<MiddleInitial>
<Dependency path="../middleInitial" />
</MiddleInitial>
<LastName>
<Dependency path="../lastName" />
</LastName>
<Suffix>
<Dependency path="../suffixString" />
</Suffix>
</TruncateNameForMeF>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/tinType">
<Name>TIN type</Name>
<Description>The type of the dependent's TIN.</Description>
<Writable>
<Enum optionsPath="/tinTypeOptions" />
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/tinTypeShort">
<Name>TIN type long</Name>
<Description>Alias for a dependent's TIN as a separate fact to specifically display the shortened (acronym) text.</Description>
<Derived>
<Dependency path="../tinType" />
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/tinTypeLong">
<Name>TIN type long</Name>
<Description>The type of the dependent's TIN as a separate fact to display the full text.</Description>
<Derived>
<Switch>
<Case>
<When>
<Equal>
<Left>
<Dependency path="../tinType" />
</Left>
<Right>
<Enum optionsPath="/tinTypeOptions">ssn</Enum>
</Right>
</Equal>
</When>
<Then>
<Enum optionsPath="/tinTypeOptionsLong">ssn</Enum>
</Then>
</Case>
<Case>
<When>
<Equal>
<Left>
<Dependency path="../tinType" />
</Left>
<Right>
<Enum optionsPath="/tinTypeOptions">itin</Enum>
</Right>
</Equal>
</When>
<Then>
<Enum optionsPath="/tinTypeOptionsLong">itin</Enum>
</Then>
</Case>
<Case>
<When>
<Equal>
<Left>
<Dependency path="../tinType" />
</Left>
<Right>
<Enum optionsPath="/tinTypeOptions">atin</Enum>
</Right>
</Equal>
</When>
<Then>
<Enum optionsPath="/tinTypeOptionsLong">atin</Enum>
</Then>
</Case>
</Switch>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/hasTinTypeOfNone">
<Name>TIN type is none</Name>
<Description>Whether the type of the dependent's TIN is none.</Description>
<Derived>
<Equal>
<Left>
<Dependency path="../tinType" />
</Left>
<Right>
<Enum optionsPath="/tinTypeOptions">none</Enum>
</Right>
</Equal>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/tin">
<Name>TIN</Name>
<Description> The taxpayer identification number of the family or household member. Collected only if the TP is
claiming the
dependent or claiming them as a qualifying person for a credit. Do *not* ever use `/tin/isSSN` the
way we might for filers, because we haven't necessarily collected
the tin at the times we need that test.
Instead, check the tinType.
</Description>
<Export mef="true" stateSystems="true" />
<Writable>
<TIN />
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/hasTin">
<Name>Dependent has TIN</Name>
<Description>Dependent has provided a TIN</Description>
<Export downstreamFacts="true" />
<Derived>
<IsComplete>
<Dependency path="../tin" />
</IsComplete>
</Derived>
</Fact>
<Fact path="/familyAndHouseholdWithTins">
<Name>Dependents with TINs</Name>
<Description>All dependents who have provided TINs</Description>
<Derived>
<Filter path="/familyAndHousehold">
<Dependency path="hasTin" />
</Filter>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/isTinUnique">
<Name>Dependent TIN is unique</Name>
<Description>Is this dependent's TIN unique among dependents and filers?</Description>
<Export downstreamFacts="true" />
<Derived>
<All>
<Equal>
<Left>
<Count>
<Equal>
<Left>
<Dependency path="../tin" />
</Left>
<Right>
<Dependency path="/familyAndHouseholdWithTins/*/tin" />
</Right>
</Equal>
</Count>
</Left>
<Right>
<Int>1</Int>
</Right>
</Equal>
<Equal>
<Left>
<Count>
<Equal>
<Left>
<Dependency path="../tin" />
</Left>
<Right>
<Dependency module="filers" path="/filersWithTins/*/tin" />
</Right>
</Equal>
</Count>
</Left>
<Right>
<Int>0</Int>
</Right>
</Equal>
</All>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/hasInvalidSSN">
<Name>Dependent's SSN is invalid</Name>
<Description>Checks whether dependent is declared to have an SSN, but the TIN is not a valid SSN</Description>
<Derived>
<All>
<Dependency path="../hasTin" />
<Equal>
<Left>
<Dependency path="../tinType" />
</Left>
<Right>
<Enum optionsPath="/tinTypeOptions">ssn</Enum>
</Right>
</Equal>
<Not>
<Dependency path="../tin/isSSN" />
</Not>
</All>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/hasInvalidITIN">
<Name>Dependent's ITIN is invalid</Name>
<Description>Checks whether dependent is declared to have an ITIN, but the TIN is not a valid ITIN</Description>
<Derived>
<All>
<Dependency path="../hasTin" />
<Equal>
<Left>
<Dependency path="../tinType" />
</Left>
<Right>
<Enum optionsPath="/tinTypeOptions">itin</Enum>
</Right>
</Equal>
<Not>
<Dependency path="../tin/isITIN" />
</Not>
</All>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/hasInvalidATIN">
<Name>Dependent's ATIN is invalid</Name>
<Description>Checks whether dependent is declared to have an ATIN, but the TIN is not a valid ATIN</Description>
<Derived>
<All>
<Dependency path="../hasTin" />
<Equal>
<Left>
<Dependency path="../tinType" />
</Left>
<Right>
<Enum optionsPath="/tinTypeOptions">atin</Enum>
</Right>
</Equal>
<Not>
<Dependency path="../tin/isATIN" />
</Not>
</All>
</Derived>
</Fact>
<Fact path="/familyAndHouseholdHasInvalidTIN">
<Name>At least one dependent has an invalid TIN</Name>
<Description>Whether at least one dependent's TIN does not match the format for the type of TIN they were declared
to have</Description>
<BlockSubmissionOnTrue />
<Derived>
<GreaterThan>
<Left>
<Count>
<Any>
<Dependency path="/familyAndHousehold/*/hasInvalidSSN" />
<Dependency path="/familyAndHousehold/*/hasInvalidITIN" />
<Dependency path="/familyAndHousehold/*/hasInvalidATIN" />
</Any>
</Count>
</Left>
<Right>
<Int>0</Int>
</Right>
</GreaterThan>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/dateOfBirth">
<Name>Date of birth</Name>
<Description>The date of birth of the dependent.</Description>
<Export stateSystems="true" />
<Writable>
<Day />
<Limit type="Max">
<Day>2025-01-01</Day>
</Limit>
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/yearOfBirth">
<Name>Year of birth</Name>
<Description>The year of the dependent's birth</Description>
<Export mef="true" />
<Derived>
<Dependency path="../dateOfBirth/year" />
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/yearOfBirthSameAsTaxYear">
<Description>The year of the dependent's birth is the same as the tax year</Description>
<Derived>
<Equal>
<Left>
<Dependency module="constants" path="/taxYear" />
</Left>
<Right>
<Dependency path="../dateOfBirth/year" />
</Right>
</Equal>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/birthDateIfBornInTaxYear">
<Description>Date dependent was born if born in the tax year</Description>
<Export mef="true" />
<Derived>
<Switch>
<Case>
<When>
<Dependency path="../yearOfBirthSameAsTaxYear" />
</When>
<Then>
<Dependency path="../dateOfBirth" />
</Then>
</Case>
</Switch>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/deceased">
<Name>Deceased</Name>
<Description>Whether the dependent died during the tax year</Description>
<Export mef="true" />
<Writable>
<Boolean />
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/deathDateIfDiedInTaxYear">
<Description>Date dependent died if died in the tax year</Description>
<Export mef="true" />
<Derived>
<Switch>
<Case>
<When>
<Dependency path="../deceased" />
</When>
<Then>
<Dependency path="../dateOfDeath" />
</Then>
</Case>
</Switch>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/mefDeceasedCode">
<Name>Deceased Code</Name>
<Description>The MeF code to be set when the dependent is both deceased and does not have a TIN.</Description>
<Export mef="true" />
<Derived>
<Switch>
<Case>
<When>
<All>
<Dependency path="../deceased" />
<Dependency path="../hasTinTypeOfNone" />
</All>
</When>
<Then>
<String>DIED</String>
</Then>
</Case>
</Switch>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/bornAndDiedInTaxYearWithoutTin">
<Description>
The person was born and died in the tax year, and never received a TIN. This person is not supported
by direct file.
In future years, we will have to submit binary attachments along with this person and set the
DiedLiteralCd in MeF
</Description>
<Derived>
<All>
<!-- The person was born in the tax year-->
<Equal>
<Left>
<Dependency module="constants" path="/taxYear" />
</Left>
<Right>
<Dependency path="../dateOfBirth/year" />
</Right>
</Equal>
<!-- The person died in the tax year -->
<Dependency path="../deceased" />
<!-- The person does not a have a TIN -->
<Dependency path="../hasTinTypeOfNone" />
</All>
</Derived>
</Fact>
<Fact path="/dependentWhoWasBornAndDiedInTaxYearWithoutTin">
<Description>
The family/household member who caused the born and died in TY knockout
</Description>
<Derived>
<IndexOf>
<Collection>
<Filter path="/familyAndHousehold">
<Dependency path="bornAndDiedInTaxYearWithoutTin"></Dependency>
</Filter>
</Collection>
<Index>
<Int>0</Int>
</Index>
</IndexOf>
</Derived>
</Fact>
<Fact path="/knockoutPersonBornAndDiedInTaxYearWithoutTin">
<Description>
We should knockout the user because one of their family and household was born and died in the tax
year without a TIN.
</Description>
<Export downstreamFacts="true" />
<Derived>
<GreaterThan>
<Left>
<Count>
<Dependency path="/familyAndHousehold/*/bornAndDiedInTaxYearWithoutTin" />
</Count>
</Left>
<Right>
<Int>0</Int>
</Right>
</GreaterThan>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/notDeceased">
<Name>Not Deceased</Name>
<Description>Whether the dependent did not die during the tax year</Description>
<Export mef="true" />
<Derived>
<Not>
<Dependency path="../deceased" />
</Not>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/dateOfDeath">
<Name>Date of death</Name>
<Description>The date on which the person died</Description>
<Export downstreamFacts="true" />
<Writable>
<Day />
</Writable>
</Fact>
<Fact path="/familyAndHousehold/*/age">
<Name>Age</Name>
<Description>The age of the dependent at the end of the tax year.</Description>
<Export downstreamFacts="true" />
<Derived>
<Subtract>
<Minuend>
<Dependency module="constants" path="/taxYear" />
</Minuend>
<Subtrahends>
<Dependency path="../dateOfBirth/year" />
</Subtrahends>
</Subtract>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/studentStatusMayAffectBenefits">
<Description>
Whether the dependent is older than 18 and under 24 at the end of the year. In the future, when we
support more tax credits, we may want to ask this of everyone.
</Description>
<Derived>
<All>
<GreaterThan>
<Left>
<Dependency path="../age" />
</Left>
<Right>
<Int>18</Int>
</Right>
</GreaterThan>
<LessThan>
<Left>
<Dependency path="../age" />
</Left>
<Right>
<Int>24</Int>
</Right>
</LessThan>
</All>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/disabilityStatusMayAffectBenefits">
<Description>
Disability status is used to qualify someone as a dependent, passing the age test. E.g. Even if a
person is 99 years old, they can still pass the age test to be a qualifying child.
A disabled person may also be
eligible to be claimed for a benefit split. Therefore we need to ask about disability status whenever:
1. The
person is 18.5 or older, so they may be eligible for the benefit split due to disability
2. The person is not
18.5, but they are younger than the filer (or spouse if MFJ)
</Description>
<Export downstreamFacts="true" />
<Derived>
<Any>
<GreaterThanOrEqual>
<Left>
<Dependency path="../ageAtFirstHalfOfYear" />
</Left>
<Right>
<Int>18</Int>
</Right>
</GreaterThanOrEqual>
<All>
<LessThan>
<Left>
<Dependency path="../ageAtFirstHalfOfYear" />
</Left>
<Right>
<Int>18</Int>
</Right>
</LessThan>
<LessThan>
<Left>
<Dependency path="../dateOfBirth" />
</Left>
<Right>
<Dependency module="filers" path="/minimumFilerDateOfBirth" />
</Right>
</LessThan>
</All>
</Any>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/isClaimedPersonOrEligibleByBenefitSplit">
<Description>
The person has been claimed if they are claimable, or the TP
is eligible to use them for benefits
based on a benefit split
</Description>
<Derived>
<Any>
<All>
<Dependency module="dependentsBenefitSplit" path="../tpCanClaimSplitBenefitsHohEitcCdcc" />
<Dependency module="dependentsBenefitSplit" path="../eligibleForBenefitSplit" />
</All>
<Dependency path="../isClaimedDependent" />
</Any>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/cdccNonDependentQualifyingPerson">
<Description>
A non-dependent who qualifies for CDCC
</Description>
<Derived>
<Any>
<!-- Non-dependent eligible for special benefits split -->
<All>
<Dependency path="../qualifyingChild" />
<Dependency module="dependentsBenefitSplit" path="../tpCanClaimSplitBenefitsHohEitcCdcc" />
<Dependency module="dependentsBenefitSplit" path="../eligibleForBenefitSplit" />
<Not>
<Dependency path="../isClaimedDependent" />
</Not>
<Any>
<LessThan>
<Left>
<Dependency path="../age" />
</Left>
<Right>
<Int>13</Int>
</Right>
</LessThan>
<Dependency path="../cdccTurnedThirteenAfterJanFirst" />
</Any>
</All>
<!-- Non-dependent who lived with you incapable of self-care and not necessarily a qualifying child -->
<All>
<Dependency path="../residencyTest" />
<Dependency path="../unableToCareForSelf" />
<Dependency module="dependentsBenefitSplit" path="../tpCanClaimSplitBenefitsHohEitcCdcc" />
<Dependency module="dependentsBenefitSplit" path="../eligibleForBenefitSplit" />
<Not>
<Dependency path="../isClaimedDependent" />
</Not>
</All>
<!-- A person incapable of self-care who could be claimed except for:
* The joint return test
* Gross income test
* TP may be claimed as a dependent of another TP.
Below is the definitions of an eligible dependent with removal of requirements for the above conditions
-->
<All>
<Not>
<Dependency path="../eligibleDependent" />
</Not>
<Dependency path="../unableToCareForSelf" />
<Dependency path="../citizenOrResidentTest" />
<Dependency path="../residencyTest" />
<NotEqual>
<Left>
<Dependency path="../tinType" />
</Left>
<Right>
<Enum optionsPath="/tinTypeOptions">none</Enum>
</Right>
</NotEqual>
<Any>
<!-- qualifying child -->
<All>
<Dependency module="dependentsRelationship" path="../qcRelationshipTest" />
<Dependency path="../ageTest" />
<Dependency path="../qcSupportTest" />
</All>
<!-- qualifying relative -->
<All>
<Dependency path="../notQualifyingChildTest" />
<Dependency path="../relationshipMemberOfHouseholdTest" />
<Dependency path="../qrSupportTest" />
</All>
</Any>
</All>
</Any>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/cdccCannotHaveParentAsCareProvider">
<Description>A child for whom the parent cannot be listed as care provider. If a child is biological, adopted, or
a foster child, and under 13 years old, then they cannot have a parent listed as care provider.</Description>
<Derived>
<All>
<Dependency path="../cdccQualifyingPerson" />
<Dependency path="../isBiologicalAdoptedFosterOrStepchild" />
<LessThan>
<Left>
<Dependency path="../ageOnJanFirst" />
</Left>
<Right>
<Int>13</Int>
</Right>
</LessThan>
</All>
</Derived>
</Fact>
<Fact path="/familyAndHousehold/*/cdccOrEitcNonDependentQualifyingPerson">
<Description>
A non-dependent who qualifies for CDCC and/or EITC. Used to determine showing tin/pin info in Family
and HH.
</Description>
<Derived>
<Any>
<Dependency path="../cdccNonDependentQualifyingPerson" />
<Dependency path="../isEITCQCUnclaimedDependent" />
</Any>
</Derived>
</Fact>
<Fact path="/cdccNonDependentQualifyingPeopleAssignedTins">
<Description>
The set of non-dependent people, added in the family + HH section, who may qualify for the Child and
Dependent Care Credit for whom we may still need to collect a TIN (or PIN if provided). They did indicate in the
Family and Household subsection that they have a tin (assigned by the government). This is used to determine
whether to collect a TIN and PIN later in the application if needed.
</Description>
<Export downstreamFacts="true" />
<Derived>
<Filter path="/familyAndHousehold">
<All>
<Dependency path="cdccNonDependentQualifyingPerson" />
<Not>
<Dependency path="hasTinTypeOfNone" />
</Not>
</All>
</Filter>
</Derived>
</Fact>