butterfly
Filemark T2 rollover and reorganization preview
- Kind
- rollover
- Supported tax years
- —
- Strict profile
- rollover_preview_exact_v1
- Payload schema version
- 2.0.0
Input cells (30)
Paths are relative to the request’s inputs object; [] marks an array element. Pinned cells are fixed to exact witness values by the current strict profile revision; the default boundary accepts your values for them.
| Cell | Types | Required | Pinned |
|---|---|---|---|
| share.classLabel | string | yes | |
| share.dividendAmount | number | yes | |
| share.inherentGain | number | yes | |
| share.inherentGainDetermined | boolean | null | yes | |
| share.isStockDividend | boolean | null | yes | |
| share.stockDividendPucIncrease | null | number | yes | |
| share.stockDividendFmv | null | number | yes | |
| safe_income.postFilingRetainedEarningsAttributable | number | yes | |
| safe_income.s55_5_b_adjustments | number | yes | |
| safe_income.s55_5_c_adjustments | number | yes | |
| safe_income.statutoryPeriods[].status | string | yes | |
| safe_income.statutoryPeriods[].periodStart | string | yes | |
| safe_income.statutoryPeriods[].periodEnd | string | yes | |
| safe_income.statutoryPeriods[].incomeEarnedOrRealized | null | number | yes | |
| safe_income.statutoryPeriods[].taxFreeSurplusBalance | null | number | yes | |
| safe_income.statutoryPeriods[].sharesFairMarketValue | null | number | yes | |
| safe_income.safeIncomeOnHandGrinds | null | number | yes | |
| safe_income.safeIncomeDeterminationTime | null | string | yes | |
| butterfly_checklist.distributionType | string | yes | |
| butterfly_checklist.proRataEachPropertyType | boolean | yes | |
| butterfly_checklist.anyDisqualifyingEvent_55_3_1 | boolean | yes | |
| butterfly_checklist.relatedPartyException_55_3_a | boolean | yes | |
| butterfly_checklist.distributingCorporationWoundUp | boolean | null | yes | |
| butterfly_checklist.allTransfereeSharesRedeemedOrCancelled | boolean | null | yes | |
| butterfly_checklist.redemptionWasExchange_51_85_86 | boolean | null | yes | |
| butterfly_checklist.permittedRedemptionOrWindingUp | boolean | null | yes | |
| dividend_recipient.residentCorporationInCanada | boolean | null | yes | |
| dividend_recipient.deductibleUnder112Or138_6 | boolean | null | yes | |
| dividend_recipient.purposeOrResultTestMet | null | string | yes | |
| dividend_recipient.nonRefundedPartIVTaxOnDividend | null | number | yes |
Output cells (45)
Paths are relative to this target’s result object in the response. Exact computed values are proven by executed golden examples; the schema fixes names and types.
| Cell | Types |
|---|---|
| blocking | boolean |
| traps[].citationKey | string |
| traps[].severity | string |
| traps[].title | string |
| traps[].body | string |
| share.classLabel | string |
| share.dividendAmount | number |
| share.inherentGain | number |
| safeIncomeOnHand | number |
| safeIncomeComponents.postFilingRetainedEarningsAttributable | number |
| safeIncomeComponents.s55_5_b_adjustments | number |
| safeIncomeComponents.s55_5_c_adjustments | number |
| safeIncomeComponents.statutoryPeriodTotal | null | number |
| safeIncomeComponents.safeIncomeOnHandGrinds | null | number |
| safeIncomeBasis | string |
| safeIncomeDeterminationTime | null | string |
| dividendAmount | number |
| amountTestedUnder55_2_1_c | number |
| shelteringSafeIncome | number |
| shelterCeilingStatus | string |
| cushion | number |
| excessOverSafeIncome | number |
| excessAfterNonRefundedPartIV | null | number |
| dividendExceedsSafeIncome | boolean |
| s55_2_1Conditions.paragraphA | string |
| s55_2_1Conditions.paragraphB | string |
| s55_2_1Conditions.paragraphC | string |
| checklist.distributionType | string |
| checklist.isButterfly | boolean |
| checklist.proRataEachPropertyType | boolean |
| checklist.anyDisqualifyingEvent_55_3_1 | boolean |
| checklist.relatedPartyException_55_3_a | boolean |
| checklist.distributingCorporationWoundUp | boolean | null |
| checklist.allTransfereeSharesRedeemedOrCancelled | boolean | null |
| checklist.redemptionWasExchange_51_85_86 | boolean | null |
| checklist.permittedRedemptionOrWindingUp | boolean | null |
| checklist.butterflyExceptionStatus | string |
| checklist.butterflyExceptionAvailable | boolean |
| warnings[] | string |
| citationsApplied[] | string |
| citations[].key | string |
| citations[].section | string |
| citations[].description | string |
| citations[].source_url | string |
| citations[].verified_at | string |