I would be very curious to know more about how you've set up beancount with all the appropriate categories to feed in as part of your script. I imagine the W2/wage work is pretty straight forward, but things like taxable investing (even without the foreign component) and LT vs . ST would be interesting to see how you've approached.
On Monday, April 4, 2022 at 9:49:06 PM UTC-5 Red S wrote: > Just wanted to share, for users in the US: > > I've used this python-taxes code > <https://github.com/davidcmoore/python-taxes> from user davidcmoore for > several years now together with beancount, primarily to generate tax forms > including a W2. The package includes several advanced federal tax forms > (and California forms if you live there). I have a bridge script that > passes on numbers from beancount queries as input to python-taxes. > > I don't use it to file taxes, but rather, to verify my taxes computed > using other means, and to estimate taxes to make payments and such. In the > last 3-4 years, this process has yielded with very little time spent, > numbers that are the same or close enough to make it very useful in > verification and estimation. > > Of course, there are fundamental limitations. Eg: foreign taxes paid via > investments, qualified dividends, tax exempt interest, etc. are typically > not stored in beancount. For these, a quick approximation based on past > years works surprisingly well for the purposes of estimation. > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/da6db26f-bf39-483d-b25e-2f55d62ce704n%40googlegroups.com.
