/mssb-1099b-txf

A tool to convert Morgan Stanley Smith Barney (MSSB) 1099-Bs into TXF files for TurboTax

Primary LanguagePythonMIT LicenseMIT

mssb-1099b-to-txf

This repository provides mssb_1099b_to_txf.py to convert simple Morgan Stanley Smith Barney (MSSB) 1099-B PDFs to TXF files that can be imported into TurboTax. The goal is to reduce data entry rather than to completely automate the process, meaning that you'll need to modify the entries in TurboTax afterwards. The tool has been used to import only a few different 1099-Bs so you may encounter errors.

The TXF format is relatively straightforward and text based. It's defined at https://www.taxdataexchange.org/txf/txf-spec.html

The tool requires pdftotext from Poppler.

Usage

$ ./mssb_1099b_to_txf.py ~/Downloads/1099-B.pdf > ~/1099b.txf

Then import 1099b.txf into TurboTax. You'll likely need to add some fields and please double-check the results.