irs forms and this years tax solver
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TaxSoftware/OpenTaxSolver2024_22.07_mswin/0_README.txt
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TaxSoftware/OpenTaxSolver2024_22.07_mswin/0_README.txt
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Open Tax Solver - Package
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--------------------------
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April 28, 2025 v22.07 - For Tax-Year 2024.
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See project homepage: http://opentaxsolver.sourceforge.net/
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OpenTaxSolver (OTS) is a set of programs and templates for helping you
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fill out your income tax forms. It performs the tedious arithmetic.
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OTS is intended to assist those who normally prepare their tax forms
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themselves, and who generally know on which lines to enter their numbers.
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It is meant to be used in combination with the instruction booklet
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corresponding to a given form.
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This package contains programs and templates for:
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- US-1040 - which also does the Schedules A, B, D, and forms 8949.
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- Schedule C for US-1040.
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- State Income Taxes for Ohio, New Jersey, Virginia, Pennsylvania,
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Massachusetts, North Carolina, and California taxes updated for
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the 2024 Tax-Year.
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Also contains an Automatic PDF Form-Fillout function:
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- Supports all Federal Forms and State Forms.
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Saves time by filling out many of the numbers.
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You may still need to enter some information or check boxes
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that are not handled by OTS.
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Tested to work properly with many PDF viewers.
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- You can edit your forms with Libre-Office.
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-----------------------------------------------------------
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--- This package contains executables for MS-Windows. ---
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-----------------------------------------------------------
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(Compiled on MS-Windows-11)
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(Works on MS-Windows 10 and 11. )
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History:
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* v22.07 (4/28/2025) - Improved result-rounding, now controlable from
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the OTS GUI, or directly from individual files, which only affects PDF
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Form fill-outs, and works uniformly for all forms. In Fed Form 1040,
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added switch for Qualified Charitable Distributions (QCD) after line 4b.
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Fixed Fed-1040 tax-breaakpoint for Head-of-Household.
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In NY State Form, added special limit for MFJ on line 29.
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Fixes to Sched-SE, added Minister checkbox, and now prints line 3.
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Provided visibility of STA_VAGI in Virginia PDF form.
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* v22.06 (3/15/2025) - Switched formatting of Fed-1040, and related
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Federal Forms to Round-to-Whole dollars. Added ability to fill-in
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PIN numbers in Fed-1040. Added ability to check request for Health
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info on the CA-540 PDF Form. Updated the Form 8829 template.
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Added initial version of Oregon State tax form program.
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* v22.05 (3/6/2025) - Promoted the new MI State form to front GUI panel.
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Fixed the new MI State form line 34. In OH State form's optional
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information section, added second address line, and county-code.
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In AZ State form, now sets line 29a limit according to the number
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of tax-payers. Removed quotes around Dependent names in Form-1040
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output to ease parsing in new form programs using 1040 output.
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* v22.04 (2/28/2025) - The PDF fill-out program can now suppress
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negative signs for form-lines enclosed in parenthesis, which
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are expected to be negative (by accounting notation).
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As for example on Schedule-D, lines 14 and 21.
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Added Fed-1040 Sched-D lines 1a and 8a, for those who receive
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Forms 1099-B on some transactions.
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* v22.03 (2/12/2025) - Fixed stray comma in Fed 1040 and 2210 tax-table.
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Added click-able instructions for forms 8602, 8812, 8895, 8959, and 8960.
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Added option in GUI to set a custom save-directory instead of the default,
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Invoke ots_gui with command-line option '-help' to see the option(s).
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* v22.02 (2/6/2025) - Added initial preliminary version of Michigan
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State tax form.
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- Added options to Run_taxsolve_GUI for enlarging window and text
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for Hi-DPI screens. (Invoke Run_taxsolve_GUI with '-large'.)
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- Added entries for fed-1040 to enter refund direct deposit info.
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* v22.01 (1/30/2025) - Added the NY State PDF form.
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- Updated Federal Form F2210, and CA-540 State programs.
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* v22.00 (1/27/2025) - Preliminary release for Tax-Year 2024.
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- Includes updates for many of the run-able forms.
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- Although the tax-program for NY State has been updated, we are
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still waiting for Dept of Taxation to post NY's PDF Form.
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- Please check back for more updates.
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Usage:
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Invoke by running: Run_taxsolve_GUI
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(Located in the top directory.)
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For Auto-Fillout of PDF Forms, click the "Print" button, and select
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"Automatically Fill-out PDF Tax-Form", then click "Print".
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You can set your preferred PDF viewer by the (Set PDF Viewer) button,
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or by setting the environment variable: PDF_VIEWER
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The Auto-Fillout feature is tested to work properly with the PDF
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viewers "Google-Chrome", "Firefox", "LibreOffice", "Atril", "Xpdf",
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"Safari", "IE", "Edge", and "Acrobat Reader".
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You can edit your filled-out PDF forms with LibreOffice.
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General:
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Example tax-data files and blank starting templates are included under
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the "tax_form_files" directory. For each filer, save filled-out
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template to a new name, such as "fed1040_2024.txt". After filling-in the
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lines, then run the tax solver on it. From the GUI, this is done by
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pressing "Compute Tax" button.
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Or solvers can be run from the command-line, for example, as:
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bin/taxsolve_usfed1040_2024 Fed1040_2024.txt
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Where "Fed1040_2024.txt" is the name of -your- tax-data file, which
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you can edit with your favorite text-editor to fill it in or print
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it out. Output results are saved to "..._out.txt" files
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(eg. Fed1040_2024_out.txt), and can be printed out directly too.
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For updates and further information, see:
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http://sourceforge.net/projects/opentaxsolver/
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Documentation:
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http://opentaxsolver.sourceforge.net/
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Re-compiling:
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Unix/Linux/Mac:
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Pre-compiled executables for Unix/Linux are normally in bin directory.
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However to build the binaries in the bin/ directory:
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cd OpenTaxSolver2024_22.xx ( cd into top directory. )
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rm ./bin/* Run_taxsolve_GUI ( Clears executables. )
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src/Build_taxsolve_packages.sh ( Creates executables. )
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MS-Windows:
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Pre-compiled executables are normally in bin directory.
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For compiling OTS on MSwindows, MinGW with Msys is recommended.
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From Msys terminal window:
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cd OpenTaxSolver2024_18.xx ( cd into top directory. )
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rm ./bin/* Run_taxsolve_GUI.exe ( Clears executables. )
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src/Build_taxsolve_packages.sh ( Creates executables. )
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Directory Structure:
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OpenTaxSolver2024 ...................................... 25.246-KB
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|-- src ................................................. 217.555-KB
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| |-- Gui_gtk ......................................... 141.807-KB
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|-- tax_form_files ...................................... 49.152-KB
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| |-- VA_760 .......................................... 11.038-KB
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| |-- US_1040_Sched_C ................................. 12.803-KB
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| |-- US_1040 ......................................... 21.351-KB
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| |-- PA_40 ........................................... 11.562-KB
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| |-- OH_1040 ......................................... 14.860-KB
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| |-- NY_IT201 ........................................ 14.686-KB
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| |-- NJ_1040 ......................................... 14.124-KB
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| |-- NC_400 .......................................... 12.251-KB
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| |-- MA_1 ............................................ 13.844-KB
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| |-- CA_540 .......................................... 13.166-KB
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|-- bin ................................................. 351.033-KB
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16 Directories.
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---------------------------------------------------------------------------------
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Aston Roberts (aston_roberts@yahoo.com)
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File Organization and Makefiles by: Krish Krothapalli, David Masterson, & Jesse Becker
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Programs contain contributions by many others. See OTS credits webpage.
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