🍃 Robinhood 1099 Parser

This project converts Robinhood Securities 1099 tax document from PDF to CSV file. This tool will be helpful for those who need every transaction in a spreadsheet format for tax reporting purposes.

Original Work

🚀 Running Locally

Prerequisites

Make sure you have the following installed on your computer.

Latest Python 3
Must be version 3.8 or higher
[Windows Only] Build Tools for Visual Studio 2019
In the installer, select
- C++ build tools
- the Windows 10 SDK
- the latest version of MSVC v142 x64/x86 build tools.

Installing

python -m pip install wheel
python -m pip install --upgrade rh_1099

Note: If commands above fail, try replacing python with python3

Running

➜ rh_1099
usage: rh_1099 [-h] --pdf FILE [--csv FILE] [--silent] [--check]

Example and Checking

Enable --check flag to print out total values for some columns. Make sure these values match with the PDF!

➜ rh_1099 --pdf rh_1099.pdf --check
Pages: 100%|██████████████████████████████████████████████████████████████| 40/40 [00:03<00:00, 10.41it/s]
>>> Calculated Totals:
    Make sure the values matches with the PDF totals!
    proceeds: 77521.03, cost: 80902.05, wash_sales_loss: 3733.41, gain_loss: 352.39
>>> Saved to output.csv

🐞 Issues and Bugs

If you have any issues with the tool, please open a GitHub Issue with as much as detail as you can provide.

trgao10/Robinhood-1099-Parser