Re: US taxes in python and beancount

Missed this from long ago. Indeed, that would be awesome. It would produce something that's ready to file with almost no effort. However, it seems like the larger challenge with any tax preparation software that one can use to file, is ensuring that it is up to date with tax law and constant c

Re: US taxes in python and beancount

You hit a couple of very good points. Not sure if you had a chance to read the article in full, but I cover them both there: Article: *Computing Taxes with Beancount* This is really neat. A couple things I've not

Re: US taxes in python and beancount

This is really neat. A couple things I've noted from doing mine: - I split my tax expenses like Expenses:Taxes:TY{tax-year}:Federal:(Income|Medicare|SS). I think this is helpful especially if you either get a large refund or pay a large tax bill when filing so you can allocate taxes

Re: US taxes in python and beancount

Just wanted share that I did my usual end of the year ballpark estimate of taxes owed and tax bracket for planning. *It took me all of two minutes*. I used 2021's code for the python-taxes part, which is close enough for this part. Hope this serves as encouragement to get your own taxes-with-be

Re: US taxes in python and beancount

Of course! On Tuesday, April 26, 2022 at 8:01:10 PM UTC-7 ch...@hasenpflug.net wrote: > Dang, you work fast! Thanks again, Red! > > On Tuesday, April 26, 2022 at 1:00:46 PM UTC-5 Red S wrote: > >> Thanks for the write-up, Red! I'm still working on putting some of your >>> other automation tips/

Re: US taxes in python and beancount

Dang, you work fast! Thanks again, Red! On Tuesday, April 26, 2022 at 1:00:46 PM UTC-5 Red S wrote: > Thanks for the write-up, Red! I'm still working on putting some of your >> other automation tips/tricks in play, but this is all very helpful to keep >> in mind. > > > You're welcome, and glad

Re: US taxes in python and beancount

> > Thanks for the write-up, Red! I'm still working on putting some of your > other automation tips/tricks in play, but this is all very helpful to keep > in mind. You're welcome, and glad these are helpful! > > > Long vs short capital gains: for my personal circumstances, I don’t have > a

Re: US taxes in python and beancount

Thanks for the write-up, Red! I'm still working on putting some of your other automation tips/tricks in play, but this is all very helpful to keep in mind. > Long vs short capital gains: for my personal circumstances, I don’t have a need to automate whether to book a sale (or part of it) to lon

Re: US taxes in python and beancount

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. > > > I hope this is useful. Constructive feedback appreci

Re: US taxes in python and beancount

Here is the write-up. 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

Re: US taxes in python and beancount

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 w

Re: US taxes in python and beancount

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 int

Re: US taxes in python and beancount

Very cool. I've been dreaming of something like this, but that would accept a large protobuf instead of being embedded in code. Combine that with some offline thing that could insert numbers render on top of a PDF and that's something powerful. On Mon, Apr 4, 2022 at 10:49 PM redst...@gmail.com

US taxes in python and beancount

Just wanted to share, for users in the US: I've used this python-taxes code 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