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Open Source Tax Software

543 点作者 aidangrimshaw超过 3 年前

32 条评论

xivzgrev超过 3 年前
I worked on tax software and have seen these kind of efforts. Noble, yes. Short lived, yes.<p>It’s relatively easy to make a free 1040 file. The real problem comes from all. The. Edge. Cases.<p>1) do you support xyz state? 2) what if I lived in multiple states? 3) what if i…<p>And on and on.<p>And it’s not just one and done. Every year IRS and states are changing their shit so you have to go thru and make all kind of updates and verifications every year.<p>It takes an army to build and maintain. Generally not the kind of thing for open source (unless they’re paid). But then what’s the point? One may say it’s more transparent, but TurboTax etc are transparent with their formulas - you can check every box they fill in for you.<p>I think the only thing that can really disrupt this dynamic are “free” commercial software (like credit karma now cash app), or government provided.
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3gg超过 3 年前
The real problem here is that Intuit and other companies lobby millions to maintain their status quo. The right thing to do would be to put every single dollar spent on these corporations into a government program that develops this kind of software or even does the taxes for you (this already exists in many countries in the EU.) Instead, in the US, you pay for Turbotax, they make a profit out if it, and then they use part of the money to lobby and keep the tax code and system rigged for their own benefit. I don&#x27;t know if open source software is the solution here -- and as far as I know, the tax forms change every year, so it will be forever playing catch-up -- but it seems to be missing the point entirely.
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ivolimmen超过 3 年前
I keep being perplexed by how the Americans do stuff. I am Dutch and my government makes it (relatively) easy to do taxes. We got a website we can go to; it&#x27;s filled by the government and we just need to verify that it is filled correctly and then click submit. Some people can make adjustments where needed and if needed. You can also let an accountant do it for you but that is optional; but useful if you have had a turbulent year that makes takes more difficult (like selling and buying a new house). When they did not use a website (a few years back) they offered a downloadable application that was available under Windows, MacOS and Linux (GTK). It worked fine.
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phuff超过 3 年前
The US government provides this online for free. Only the edgiest of edge cases aren&#x27;t supported. You can e-file your federal return with this regardless of how much money you make. You still have to do the calculations yourself. But you don&#x27;t have to use paper.<p><a href="https:&#x2F;&#x2F;www.irs.gov&#x2F;e-file-providers&#x2F;free-file-fillable-forms" rel="nofollow">https:&#x2F;&#x2F;www.irs.gov&#x2F;e-file-providers&#x2F;free-file-fillable-form...</a>
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bjarneh超过 3 年前
Filing personal taxes in the US sounds like filing taxes for a company in other countries. A complete nightmare consisting of tons of forms that some bureaucrat dreamed up, which nobody really knows how to fill out correctly. Software exists to fill them out for you, and if you use some well-known software to do it, it&#x27;s just assumed to be correct by everyone; including the state.
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noodlesUK超过 3 年前
One of the most brutal parts of the US tax system is the informational returns you have to do if you have any international connections at all. If you’re unfortunate enough to live abroad and be self employed or own a small business, you basically get fucked. Lookup IRS form 5471.<p>The US assumes that all people who have anything to do with other countries are billionaire owners of multinationals with armies of lawyers to fill out paperwork.
lhuser123超过 3 年前
I use <a href="https:&#x2F;&#x2F;www.freefilefillableforms.com&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.freefilefillableforms.com&#x2F;</a> to submit my 1040 every year. It’s recommended by the IRS if you know what you are doing.
thex10超过 3 年前
This work excites me a lot, but I can’t help but wonder if this should be a government-funded rather than volunteer-driven effort.
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hankdoupe超过 3 年前
If you&#x27;re interested in using open-source tax software for analyzing policy changes, here are a few really cool projects written in Python:<p>- <a href="https:&#x2F;&#x2F;taxcalc.pslmodels.org&#x2F;" rel="nofollow">https:&#x2F;&#x2F;taxcalc.pslmodels.org&#x2F;</a><p><pre><code> - webapp here: compute.studio&#x2F;PSLmodels&#x2F;Tax-Brain&#x2F;new&#x2F; </code></pre> - <a href="https:&#x2F;&#x2F;github.com&#x2F;nikhilwoodruff&#x2F;openfisca-uk" rel="nofollow">https:&#x2F;&#x2F;github.com&#x2F;nikhilwoodruff&#x2F;openfisca-uk</a><p><pre><code> - webapp here: https:&#x2F;&#x2F;uk.policyengine.org&#x2F; </code></pre> (disclosure: I&#x27;m one of the maintainers of Tax-Calculator and Compute Studio)
avodonosov超过 3 年前
Until policy makers puplish the tax rules in an executable algorithmic form, I am afraid open projects like this will have difficulty to keep up with the regulation changes.
slownews45超过 3 年前
Google link if helpful.<p><a href="https:&#x2F;&#x2F;sites.google.com&#x2F;view&#x2F;incometaxspreadsheet&#x2F;home" rel="nofollow">https:&#x2F;&#x2F;sites.google.com&#x2F;view&#x2F;incometaxspreadsheet&#x2F;home</a>
peter303超过 3 年前
The IRS option Free File Fillable Forms has online forms that compute internal arithmetic and self-efile. This eliminates many hand math errors.<p>However this system isnt good at telling you which forms you need to file. You could miss an important one. For example sometimes you need a Schedule D and sometimes you dont. If you income reaches six figures you have to calculate the AMT and NIT forms to see whether they apply or not.
city41超过 3 年前
&gt; Your options are to do it by hand, pay someone like Intuit, or if you are below a certain income threshold get some tax software for free<p>You can also hire an accountant. Our accountant does our taxes for just a tad more than what TurboTax&#x27;s self employed tier costs. Even if we could get away with TurboTax&#x27;s deluxe tier, I&#x27;d still argue the slight added cost of the accountant is well worth it.
paxys超过 3 年前
The site seems down but I <i>really</i> want to see how someone was able to fit the entirety of the US tax code into an Excel workbook.
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INTPenis超过 3 年前
What do people think of GNU Cash? I tried it once when I started up my own company and wanted to keep books. Noticed it was very much adapted for non-US audiences. Even after adding Swedish account codes it was still missing a lot of info. It was essentially a glorified spreadsheed. Could have stuck with Libreoffice calc as far as features went.
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peter303超过 3 年前
The IRS wanted to automate your tax filing by filling out the basic tax forms from your W2s, 1099s and family size. (Other countries do this) However a strong tax accounting lobby canned it. They substituted with free federal filing for those below median income.
davidjytang超过 3 年前
Taiwan govt prepopulates tax forms for you. Just go to their website via smartphone or computer, you just click next next next and fill in credit card info if you need to pay more tax or bank account number for tax return.<p>It takes me like 5 minutes to file tax every year.
alkonaut超过 3 年前
The effort should be focused on forcing states to standardize their tax code and states&#x2F;IRS to provide a simple filing service. If the answer to what’s blocking it is “some corporations wouldn’t like it” then it can’t be that big a problem
mbil超过 3 年前
Here&#x27;s the GitHub repo of one of the projects mentioned in the article: <a href="https:&#x2F;&#x2F;github.com&#x2F;ustaxes&#x2F;UsTaxes" rel="nofollow">https:&#x2F;&#x2F;github.com&#x2F;ustaxes&#x2F;UsTaxes</a>
joshuaheard超过 3 年前
All of the IRS forms are in pdf format. The form fields are programmable in Adobe Acrobat. One could code in all the necessary computations into the form fields and combine all the forms into a booklet.
the_pwner224超过 3 年前
You don&#x27;t need software to file taxes. You can download the forms (1040, etc.) from the IRS website (and your state IRS&#x27;s website), fill them in, print them out, and mail them to the IRS. It costs a few (literally a few) dollars for the postage and a certificate of mailing from the USPS as proof that you had the forms sent out by the deadline.<p>The forms are not super straightforward but not incredibly complex either. For most normal people with a W-2 or 1099&#x2F;self-employed income, retirement savings accounts, and some brokerage&#x2F;investment accounts, you should be able to get it done in a weekend of research &amp; work using resources on the internet, referencing the IRS&#x27;s instructions for their forms, and using your previous year&#x27;s return as a reference. And less time in future years once you&#x27;ve figured out how it works. You will need Adobe PDF software, but it&#x27;s libre and a Windows virtual machine with the network connection disabled will solve that if you use Linux on your computer.<p>It&#x27;s not for everyone, but if you don&#x27;t want to support the evil tax industry in the US (there have been a number of posts on HN about this) then it&#x27;s a good option.<p>Additionally, you can create an account on Turbotax and fill in all your information (but with fake name, SSN, employer tax numbers, etc.) and it&#x27;ll tell you the amount of remaining tax obligation &#x2F; tax return that it calculates. So you can use that to verify that you did everything properly. Turbotax only charges money to actually submit the return through them; even if you would normally require a paid TurboTax plan (e.g. for contractors, living in multiple states, etc.) you can still go through the process and get the final number without paying.<p>I did this for the first time this spring and was able to get it done in a weekend. I had W-2 and 1099 income&#x2F;deductions and lived in multiple states last year. From what I can recall, basically the form 1040 is the &#x27;root of the tree&#x27;; your W-2 income goes into that and every other taxable&#x2F;deductible thing you do ends up aggregated into the 1040. The schedules (A,B,C,...) of the 1040 are like the first level child nodes; each one has a different topic(s) like self employment gains&#x2F;losses, farming&#x2F;fishing income, etc. so you can skim over them and see what applies to you, then fill out the ones you need to and enter their totals back into the 1040. The schedules will have lines into which you aggregate specific incomes&#x2F;deductions, and the instructions for the schedules will have details on how to calculate all of that. And for other special deductions there are lines in the 1040&#x2F;schedules that mention them. I&#x27;m not a CPA so don&#x27;t blame me if you follow those instructions and something goes wrong.
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leosarev超过 3 年前
Meanwhile, at site of russian federal tax service:<p>- <a href="https:&#x2F;&#x2F;imgur.com&#x2F;a&#x2F;NUZZlJM" rel="nofollow">https:&#x2F;&#x2F;imgur.com&#x2F;a&#x2F;NUZZlJM</a> (file for tax returns)<p>- <a href="https:&#x2F;&#x2F;imgur.com&#x2F;a&#x2F;gUGf9wU" rel="nofollow">https:&#x2F;&#x2F;imgur.com&#x2F;a&#x2F;gUGf9wU</a> (all income, automatically known by tax authority by electronic data exchange with my employer and broker)<p>- <a href="https:&#x2F;&#x2F;imgur.com&#x2F;a&#x2F;Nvh5RI8" rel="nofollow">https:&#x2F;&#x2F;imgur.com&#x2F;a&#x2F;Nvh5RI8</a> (all my estates taxes, automatically calculated and sent as invoice to my bank)
zoobab超过 3 年前
Every country has its own tax laws, impossible to implement and to use. Plus politicians keep changing the tax laws all the time.
Havoc超过 3 年前
Sounds like a minefield. How do you know which formulas have been updated for the latest law changes? Hire a tax guy?
trezemanero超过 3 年前
&gt;Filing taxes in America sucks<p>Come to Brazil and the Receita Federal will suck you dry
oauea超过 3 年前
Just move to another country that hasn&#x27;t made deals with tax companies. Believe it or not, the government is perfectly capable of doing your taxes for you. There is no reason to waste your time on this every year other than corporate greed.
rlv-dan超过 3 年前
Title should be <i>American</i> Open Source Tax Software.
la_fayette超过 3 年前
Is there something like this for Germany?
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CheezeIt超过 3 年前
No way would I ever trust open source tax software not to mess things up somehow. The paid software has a big incentive to get it right.
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wyclif超过 3 年前
excel1040.com appears to be down.
tldrthelaw超过 3 年前
Tax attorney here, these are great resources and should be encouraged. A lot of folks (looking at you, Intuit) spend a lot of money to make a lot more keeping a lock on the market.<p>These kinds of initiatives don&#x27;t get everyone all the way there (see: other comments about edge cases) but they can go a long way towards educating folks about what filing looks like -- and at least some of them will give it a go themselves.<p>tldr: good post
Kyragem超过 3 年前
Unhappy with turbotax I have been using freetaxusa for many years which is also free.