Projects / Open Tax Solver

Open Tax Solver

OTS is an easy program for calculating personal income tax form entries and taxes-owed or refund due. It handles forms such as US-Fed-1040, with Schedules A, B, C, and D, forms 8829 and 8849, AMT worksheets, and state income taxes for several large states.

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RSS Last announcement

Pay Withholding Deductions Calculator Added 29 May 2010

A pay-check withholding calculator has been added to the OpenTaxSolver (OTS) project. It helps adjust your paycheck tax withholding deduction amoun...

RSS Recent releases

  •  08 Apr 2013 14:10

    Release Notes: The initial version of OTS updated for the 2012 tax year has been released. It contains the US1040, with schedules A through D, along with forms 8829 and 8849. It also contains updated State Tax versions for Pennsylvania, New Jersey, Ohio, and Virginia. Pre-compiled versions were posted, along with sourcecode.

    •  08 Apr 2012 11:40

      Release Notes: This release adds a fix to the AMT worksheet line 39 calculation. Some minor improvements have been added to the template form comment fields to provide hints about how to fill out forms. A link has been added to the OTS homepage to a complementary PDF form-filler utility project which helps fill out the PDF forms automatically.

      •  25 Feb 2012 01:46

        Release Notes: This release includes a fix in line 42 of the US Federal 1040 program, as well as additional worksheet printouts. Some further improvements have been made to the GUI appearance, and additional comments have been added on the 1040 template form. The comments indicate which boxes on W-2 form the line values should come from.

        •  15 Jan 2012 19:04

          Release Notes: This release contains US1040, with schedules A, B, C, and D, form 8829, and the new 8849 forms. It also contains updated state tax versions for California, New York, Pennsylvania, New Jersey, North Carolina, Massachusetts, Ohio, and Virgina. Precompiled versions for Linux, MS Windows, and Mac OS X are posted, along with source code. This version includes several improvements such as better worksheet coverage and printouts, as well as additional checks for filing requirements.

          •  08 Jan 2012 18:52

          Release Notes: This is a minor update on last year's (tax-year 2010) US 1040. It includes additional printouts in the Carry-over worksheet, and a fix on line 6 of Schedule-L. The new 2011 version of OTS for this year is undergoing testing and is expected to be released next week.

          RSS Recent comments

          08 Jul 2012 22:20 fernandesc Thumbs up

          Please see sourceforge bugtracker for tgz attachment containing
          - README file with details
          - bugfix for NY IT201 itemized deduction worksheet calcs
          - new NY IT203 form
          - minor mod to US 1040 to calculate AMT lines 7 and 10
          - minor mod to ots_gui.c to display desired window width on startup, useful for repeated modify/restart debugging.

          I learnt that in order to display best in ots_gui, given that
          - it inserts page breaks as needed
          - overwrites multiple comments
          - does not handle multiline comments,
          you should arrange the input file as follows :

          Lxx {Description of Line xx provided by person who contributed the form}
          nnn.mm {description of the entry by the person filling out the form}
          ppp.qq {description of the entry by the person filling out the form}
          ...
          ;

          Thx,
          Chris

          25 Feb 2012 00:06 aroberts

          Good catch krgkg ! Your fix was accepted and posted in version 9.01.

          09 Feb 2012 02:11 krgkg

          check this in the fed-1040

          L[42] = 3650.0 * L[6];

          should it be?

          L[42] = 3700.0 * L[6];
          sorry i can't file a bug report right now

          20 Jan 2012 08:15 aroberts

          Chris, yes sorry I had not replied to your earlier message. We are reviewing your IT-203 form for inclusion in the OTS package.
          Thanks!
          -- Aston

          15 Jan 2012 01:59 fernandesc Thumbs up

          Hi Aston

          Hope this reaches you.

          I had emailed your yahoo account in Sept 2011 with patches for 2010 NYS IT- 203 (non-resident state form used by the nj bridge-and-tunnel crowd). Did not hear back, and took that to mean I should contact you on freecode instead of the address on the ots web page. So got my freecode login, but I still cannot see any developer discussions or details on how to submit. I'll admit I am new to this. I'm expecting that updating the NYS IT-203 will be easier than writing from scratch, so there is a good chance to get it done before Apr 17, far earlier than last year.

          Should I check in the 2010 changes on the sourceforge tracker:bugs?

          Thx
          Chris

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