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https://github.com/tbrowder/txf

Convert CVS files to TXF format for tax software import
https://github.com/tbrowder/txf

Last synced: 23 days ago
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Convert CVS files to TXF format for tax software import

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README 

        
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NAME

====



TXF - Provides tools to create TXF (tax exchange format) files for import into tax software



SYNOPSIS

========



```raku

$ zef install TXF

...

$ csv2txf /path/file.csv tax-year=2019 [toml=mycfg.toml] > /path/to/file.txf

Normal end.

Using default configuration file '$HOME/.TXF/config.toml'.

$

$ txt2csv /path/file2.txf tax-year=2019 [toml=mycfg.toml] > /path/to/file2.csv

Normal end.

Using default configuration file '$HOME/.TXF/config.toml'.

$

$ gen-tax-forms /path/to/file.csv tax-year=2019 [toml=myconfig.toml]

Normal end.

Using default configuration file './2019.toml'.

See new files:

  f8949-2019.csv

  f8949-2019.txf

  schedule-d-2019.csv

$

```



DESCRIPTION

===========



TXF is a module that provides three Raku programs to convert text files from/to CSV/TXF format and to specifically prepare files for US IRS requirements for tax reporting of stock sales. TXF files can be used to import US IRS-required data on stock sales into such tax software as *TurboTax* and *H\&R Block*.



The module may be able to help with other financial software if there is interest.



There are example account stock sale CSV output files from financial investment company *TD Ameritrade*, but the conversion programs should be able to handle any input format if the user can provide a text input file that maps the appropriate CSV file's field names (column headers) to the standard IRS Form 8949 fields as used in the sample *Form8949.csv* and *Form8949.xlsx* files. See the inputs required in file 'resources/config.toml'.



Planned capability

==================



Version 0.1.0

-------------



  * Situation 1



All short- and long-term stock sales are "covered" with bases reported to the IRS and no adjustments are needed.



Capability: Convert any investment company's tax year stock sales in CSV format to a TXF file for import into H \& R Block's individual tax return software for 2019.



  * Situation 2



One or more stock sales (1) need corrections to data previously reported to the IRS or (2) have missing data to be provided to the IRS.



Capability: Use an enhanced example Form 8949 xlsx file to provide the missing or erroneous data as a PDF file to be attached to a printed and mailed tax return.



CREDITS

=======



  * Thanks to fellow [GnuCash](https://gnucash.org) user **John Ralls**  who kindly found the included reference documents detailing the TXF file format specification.



  * Thanks to Github user **Misha Brukman** and the Github repository [https://github.com/mbrukman/csv2txf/](https://github.com/mbrukman/csv2txf/) for inspiration and some code (as well as the name of the driver program `csv2txf.raku`). See the code source in file `./lib/TXF/CSV2TXT.rakumod`



AUTHOR

======



Tom Browder 



COPYRIGHT AND LICENSE

=====================



Copyright © 2020 Tom Browder



This library is free software; you can redistribute it or modify it under the Artistic License 2.0.



Additional LICENSE

==================



One file is licensed under the Apache-2.0 license:



  * ./lib/TXF/CSV2TXF.rakumod



A copy of that license is found in directory `lib/TXF/`.



The original source of the content of that file came from Github repository [https://github.com/mbrukman/csv2txf](https://github.com/mbrukman/csv2txf) and was converted to its present form from Python to Raku.