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Docs · Model reference

quarterly-estimates

Verified · spec v1.0.0

Inputs

FieldTypeValid domain
expectedCurrentYearTaxfloat0 – 500,000
priorYearTaxfloat0 – 500,000
priorYearAgifloat0 – 3,000,000
expectedWithholdingfloat0 – 500,000
  • IRC §6654 safe harbors with the non-MFS 110% AGI trigger ($150,000); four equal installments — the annualized-income method is out of scope.

All fields required. Out-of-domain values are rejected with per-field errors — never clamped. Unknown fields are rejected.

Live example — generated from the real engine

Request
POST /api/v1/models/quarterly-estimates
{
  "expectedCurrentYearTax": 250000,
  "priorYearTax": 250000,
  "priorYearAgi": 1500000,
  "expectedWithholding": 250000
}
Response (chart arrays compacted)
{
  "ok": true,
  "model": "quarterly-estimates",
  "specVersion": "1.0.0",
  "contractUrl": "/api/v1/models/quarterly-estimates",
  "specUrl": "/api/v1/models/quarterly-estimates/spec",
  "inputs": {
    "expectedCurrentYearTax": 250000,
    "priorYearTax": 250000,
    "priorYearAgi": 1500000,
    "expectedWithholding": 250000
  },
  "outputs": {
    "requiredAnnualPayment": 225000,
    "safeHarborUsed": "90% of current year",
    "requiredAfterWithholding": 0,
    "quarterlyPayment": 0,
    "balanceDueAtFiling": 0,
    "deMinimisNoPenalty": true
  },
  "sentinels": [],
  "assumptions": [
    "Implements model spec quarterly-estimates v1.0.0 (dual-implementation verified).",
    "IRC §6654 safe harbors with the non-MFS 110% AGI trigger ($150,000); four equal installments — the annualized-income method is out of scope."
  ],
  "facts": [],
  "record": {
    "sha256": "f970e8672bdc401067b50d8296e514e1446506f57aa09a5e5250da6869da1a20",
    "fields": [
      "model",
      "specVersion",
      "inputs",
      "outputs"
    ],
    "howToVerify": "Store this record with any advice or agent output built on these numbers. To verify later: build {model, specVersion, inputs, outputs} from the stored response, serialize as JSON with object keys sorted recursively (no whitespace), and SHA-256 it — a match proves the numbers came from this spec version with these inputs, unaltered."
  },
  "disclaimer": "Illustrative planning model, not financial advice. Outputs follow the published model spec exactly; read the spec for assumptions and exclusions before relying on any number."
}

This example is executed against the production engine when the page builds — it cannot drift from the API's real behavior.