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