tools

compute_return

Compute the COMPLETE Form 1040 bottom-line set in one call — the 17 lines that determine the return (1a, 9, 10, 11, 12e, 15, 16, 17 AMT, 19, 22, 23, 24, 25d, 27a, 28, 32, 33, 34/37), each whole-dollar rounded by the engine. Takes the SAME input as calculate_tax (prefer the documents block: transcribe W-2/1099-R/SSA-1099 boxes and dependent birth dates — SSA-1099s are first-class, box 5 and box 6 are summed for you; the tool derives ages, classifications, Part IV withholding, and penalties deterministically). Never assemble return lines by hand — this tool is the return. TRANSCRIPTION CONVENTIONS: (1) a PRIOR-YEAR Form 1040 in the file supplies CONTINUING conditions the current-year interview omits — the 'Someone can claim: You as a dependent' checkbox and the blindness boxes carry forward unless the current-year data contradicts them; (2) COMMUNITY PROPERTY: do NOT split income 50/50 between MFS spouses when they lived apart all year with no transfers (§ 66(a) allocates earned income to the earner) or when a written separation agreement ended the community — transcribe each document to its named earner; never invent a Form 8958 split the intake does not request; (3) bonus depreciation for assets placed in service 1/1-1/19/2025 is 40% (§ 168(k) pre-OBBBA phase-down; 100% only for property ACQUIRED after 1/19/2025).

post/v1/tools/compute_return

Request

  • Base URL: https://opentax.invaro.ai
  • URL: https://opentax.invaro.ai/v1/tools/compute_return
  • Auth: one of:
    • HTTP bearer
    • none

Headers

X-OpenTax-Return-Idstring

Your identifier for the taxpayer-year this call belongs to; the billing unit. Stored hashed.

Request body

strictboolean

strict mode for completed returns: refuse instead of finishing a return on an assumption. A transcribed document that omits a box the return depends on (e.g. W-2 box 2) refuses with NEEDS_FACTS naming the box; a return that depends on an item this build does not compute (e.g. the Schedule 3 line 11 excess social security credit) refuses with INCOMPLETE_RETURN listing each item under error.data.incomplete. Default false — the $0 assumption goes to documentNotes and the uncomputed items come back as incomplete with complete:false.

targetstring

rule to derive (default: net tax; balance due when payments_estimates.federalTaxWithheld is given). Determinations: us.federal.eligible.tips_deduction, us.federal.estimated.quarterly_payment, us.federal.estimated.safe_harbor_met

asOfstring

REQUIRED for computation: the law-in-force date — use the intended tax year's year-end (e.g. "2025-12-31" for TY2025). Omitting it is an error, never a default.

includeProofboolean

include the full proof artifact in the response as proof (PROOF-FORMAT v2: every applied rule, input, assumption and rounding, verifiable offline against corpusMerkleRoot; ~200 KB). Default false — the hashes alone are returned.

Response

ok:true with the computed value, line set or lookup hits; ok:false with error.code when the engine refuses (NEEDS_FACTS, NO_APPLICABLE_RULE, UNHANDLED_ENUM_CASE)

okboolean required

Changes

No recorded changes to this operation across all 1 revision of this API.