https://github.com/ahuang11/robinhood_tax_doc_to_pandas

This script helps me file state taxes since there are 17 pages of dividend details and I no longer want to manually calculate the totals within each state.
https://github.com/ahuang11/robinhood_tax_doc_to_pandas

Last synced: about 1 month ago
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This script helps me file state taxes since there are 17 pages of dividend details and I no longer want to manually calculate the totals within each state.

• Host: GitHub
• URL: https://github.com/ahuang11/robinhood_tax_doc_to_pandas
• Owner: ahuang11
• Created: 2023-04-07T17:36:44.000Z (about 2 years ago)
• Default Branch: main
• Last Pushed: 2023-04-07T17:42:56.000Z (about 2 years ago)
• Last Synced: 2025-01-24T19:12:22.307Z (3 months ago)
• Language: Jupyter Notebook
• Size: 4.88 KB
• Stars: 0
• Watchers: 2
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

        
# Robinhood tax document to pandas

This script helps me file state taxes since there are 17 pages of dividend details and I no longer want to manually calculate the totals within each state.

Specifically, since...

- the tax software wants to know how much dividends and sales gains/losses I earned while residing in each state,

- Robinhood doesn't offer a nice, clean CSV for dividends

I wrote this script (alongside ChatGPT) to:

- crop PDF where the tables are

- converts the cropped image to text

- serializes captured rows as pandas DataFrame

- sum up dividends prior to and after move date

![image](https://user-images.githubusercontent.com/15331990/230653267-84962ab5-6d8c-49b0-a612-adbef8c0430d.png)

Use at your own risk if you decide to use this for your own taxes.