taxes1040

Fills US federal taxes for 2018 to 2023

How to use

Deprecated features, not useful

• parse w2.pdf and 1099.xlm inputs
• edit parsed inputs
• merge pdf outputs

Inputs

• Data should be put in input_data/20xx/input.json - just override the values in the existing file, remove the unused items
• Some overriden values in fill_taxes.py (does not matter actually since we don't use the output pdf directly)

Outputs

• in output/20xx/Federal/fxxxx.pdf, pdf filled with computed data
• forms2023.pdf is obsolete, merging doesn't work well
• json files
  • data20xx.json: out document values
  • summary20xx.json: some relevant values (get some insights into the values rather than some obscure line number)
  • worksheet20xx.json: worksheet data

Script

• edit what you want to run in fill_taxes.py (might want to run previous files for carryover), run main.py

What to do with the output

• Federal: freefile - now you can do it online, very convenient, and catches potential errors
• NY: use the output to fill the enhenced form (only useful number is the value of the school tax)

Comments

• might find some errors, especially for older dates - please fix those
• caveat for tax computation: did not parse the tax tables (lower than 100k)
• potential project: add some abstraction to compute sensitivities, effective tax rate

Use cases

Currently most of the configs are set for single resident with no dependent. The code is modular enough such that changes can be implemented easily.

Can't fill NY forms because they are 'enhanced' -> enhanced is good, a lot is computed automatically, we still show the outputs in the json output

Your contribution

Any new form / request is welcome

Related Repo

Inspired by the repo (but better ^^): https://github.com/pyTaxPrep/taxes-2018

(Nope - deprecated) Exe generated by pyinstaller available at: https://github.com/FrenchCommando/myTaxes1040

Known issues - timesaver for next time

(yes I use it every year for my taxes)

• merge_pdf messes up the annotations, so you should print the pdfs one by one

  • easier to keep track as well, if you print everything at once, you'll be overwhelmed
  • you have to attach your ScheduleD to your state return, so you'll print it twice

• about the HSA, you don't need the extra form if you don't contribute out of your paycheck

• when you sent it to staples or fedex or any other service, make sure you flatten your pdfs or the annotations won't print,

  • use Microsoft print to pdf
  • you can convert the annotations to read only, but it won't solve the issue

• don't forget to print your W2, sometimes you only have it in electronic format

• don't forget to sign

More advice

• don't push your personal information
• ask for help if you don't know