PS: my code is also linked to from the article below. Hope it helps. On Saturday, April 23, 2022 at 6:10:57 PM UTC-7 Red S wrote:
> Here is the write-up. > <https://reds-rants.netlify.app/personal-finance/computing-taxes-with-beancount/> > > I hope this is useful. Constructive feedback appreciated. > > I'd also be interested in hearing about tax situations that you are able > to, or not able to solve by leveraging Beancount. Feel free to leave > questions and comments on that page (github account required), or post here > in this thread. > > On Wednesday, April 20, 2022 at 12:41:28 AM UTC-7 Red S wrote: > >> Great questions. It's all fundamentally very straightforward, but there >> are plenty of ideas and gotchas that would save time for anyone building >> this for the first time for themselves. I'll do a short writeup soon, and >> post here. >> >> On Tuesday, April 19, 2022 at 6:49:44 PM UTC-7 Chris Hasenpflug wrote: >> >>> 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/e688c9b8-d929-4d02-86c7-826b0e36bb82n%40googlegroups.com.
