This Blog discusses the current status of OTS, issues, ideas, thoughts, and other ramblings
about Open Tax Solver.
Archive of Older Blog Entries: 2004-2013
Today's release now includes updated versions of all the States and Forms covered in previous years.
Some improvements this year include increased support for filling out the PDF forms. So you may notice
some additional informational fields added to the input forms. Although some of these entries may not
enter into the tax calculations or affect your taxes, they help create more complete forms by enabling
automated fill-in of more check-boxes or other information required by the government's PDF form.
If you are just using OTS as a tax calculator, then you do not need to fill in the informational fields.
But user feedback shows that many people want to generate more completely filled-out forms.
In the midst of everything else going on right now, I found [the powers that be] have completely frozen the
beloved CVS project version'ing system in favor of more modern successors. So with a slight learning-curve gap
after some minor set up missteps, OTS now has a working SVN repository. The project development
page's SVN Code-tab should be considered the active one going forward.
With lessons learned from the longevity of this project, the new repository
should be better organized than the prior one -- particularly to better deal with the annual restarts unique to this project.
(Note for anyone ever interested in getting early / pre-release copies of OTS while still under development and testing for the next version,
our SVN repository is always the place to get it.)
I am excited to see how SVN accelerates our developer community's productivity!
The initial version of OTS for the 2017 Tax Year is posted.
This initial version contains the programs and forms for the Federal and four States.
This will allow early users and checkers to begin testing.
Several more States will be added to the next release, expected soon.
There were some delays due to several governments being really late in releasing their forms and instruction booklets.
There are many improvements in this year's version, due to your feedback and support!!
Work has begun on the updates for the current year's version, for the 2017 Tax Year. We are still awaiting release of
the official 2017 tax forms to finalize the updates.
Thanks to an generous benefactor, we now have a powerful new set of PDF analysis and composition tools.
This will enable finally conquering all PDF forms with a simple organic solution for all viewers.
We can now see into all parts of the previously undecodable sections of the forms.
It will enable full control of all mark-ups and check-boxes, and will leave the output forms in an edit-able
state so that you can adjust any mark-ups in your favorite viewer. Probably won't be able to push this out for
this season. But it paves the way for a brighter future in the years ahead!
An updated version, 14.03, was posted for download.
PDF auto-Fillout capability was added for two more states:
Massachusetts (MA) and North Carolina (NC).
This now provides PDF auto-fillout capability for all the forms presently supported by OTS!!
All State programs were now made to
report tax-bracket and effective tax-rate for your information. In case
of underpayment, OTS now shows you the percentage underpaid.
(More than 10% underpayment may cause a penalty to be accessed.)
The PDF form fill-out programs now place commas in large dollar amounts, except where disallowed.
The GUI had some major improvements to prevent common mistakes. It should now be easier and more
intuitive, especially for first time users. Some issues with the NJ+NY PDF auto-fillout were resolved.
In the US-1040, the line labels for Cap-Gains-A through Cap-Gains-C were changed to CapGains-A/D
through CapGains-C/F, to eliminate confusion about where to record D, E, and F type sales.
Anyone who has already entered their data in the 14.02 or earlier files can move their data up to 14.03
by editing their file to update those three labels. Or your could just paste your data onto the 14.03 template.
There were several enhancments to the web documentation in the How to Use OTS section.
They provide more information for both: using the GUI, and alternatively for using the Command-Line, due to
requests received for both.
An updated version of OpenTaxSolver (OTS) has been posted for download (version 14.02).
In this version, PDF auto-Fillout capability was added for two more states: New York (NY) and New Jersey (NJ).
There were some minor cleanups and improvements in form comments.
The California auto-fillout now writes zeros in lines that require an entry even-if-zero.
Otherwise, all tax calculations remained stable and unchanged from the last version.
The automatic form-fill-out capability for the recently added states was made possible by
a new Universal-PDF-File-Modifier tool contributed by the Behemoth-Software company.
It is significant because it will now allow OTS to quickly offer automatic form-fill-out for all
future forms -- regardless of their content or source. Until now, we had difficulty
providing fill-out for all forms. Worse, many pdf forms provided by various states cannot even be
opened at all on most computers or viewers! Fortunately, the new Universal tool renders all
forms viewable on all platforms, even if the original file could not be displayed on the original
platform. Sure, there are still a few minor issues even with this tool on a small number of viewers, but
at least it allows fill-out and display on more viewers on all platforms -- and we now have a good path to resolve
all those issues over time. This Universal solution is simple and self-contained. Unlike other
proposed methods, it has no external dependencies, and seamlessly integrates within the overall package.
It will enable us to expand OTS to more forms relatively quickly, with no foreseeable limitations.
This is a huge breakthrough for OTS!!
Sure enough - NY, NJ, and PA finally released their 2016 forms this week, and the OTS Team quickly completed the
updates, re-ran tests on all programs (which could have been affected by the last updates), compiled on all
four platforms, and posted the updated package to the Sourceforge server. Go get it !!
North Carolina finally released their 2016 forms, and OTS has been updated. Now we are still just waiting for NY, PA, and NJ
to release theirs. In the meantime, all the code for the updated version of OTS for 2016 taxes has been uploaded
to the OTS Sourceforge CVS
repository to support our Beta Testing Team. Anyone interested in experimenting with the near-final
version may download and compile it from there. Updates, as they occur, are always posted there right away.
We are expecting (hoping?) that NY, PA, and NJ will release their forms this upcoming week. And if they do,
we will post the full pre-compiled packages on our downloads page by the end of that week.
Everything is now updated for the most recent tax-year (2016), and is undergoing testing -- except for the NY, PA, NJ, and NC
State forms -- which we are still waiting to be released from those states. Hopefully they will be released this week or so,
and then we will complete all updates within just a few days. Release for beta-testing will then
follow immediately, followed by the stable wide release within a week.
Each year it keeps getting better. This year there are several minor improvements.
- For forms that support Auto-PDF-Fillout, an optional set of lines has been added to supply your name and address
only for the auto-fillout option. You can leave these lines blank.
They do not affect any calculations. But if you fill them in, and
if you select auto-fillout, it will place your name and address on
the forms, so you do not have do it manually.
Otherwise, you can always enter your name and address manually on the
final version of your forms with your PDF viewer.
- For the MS-Windows version, we have improved the automatic selection of your PDF viewer for the
Auto-PDF-Fillout feature. This was a problem for some users last year.
- For the Federal 1040:
- Added a line (L8b) for entering Tax-Exempt Interest.
This is only used and needed for Social Security Benefits calculations.
It is not used if you are not yet receiving Social Security payments.
- OTS now does the Social Security Benefits worksheet, for whom this applies.
This had been much-requested. It now calculates the Line-20b entry for you.
(Your SocSec benefits entry for Line 20 changes.
Previously you entered the amount for Line 20b, which was the result
from the SocSec Worksheet. Now you just enter amounts for Line 20a, which are the raw amounts
from the box 5's of all your SSA-1099 and RRB-1099 forms. )
- Added PDF Auto-fillout for Virginia State Taxes.
- Help buttons have been added to the GUI. These provide information about the version of the OTS package,
some brief instructions on how to use it, and links back to our web-site for additional help, information, and updates.
Updating OTS for the current 2016 Tax Year is underway. Initial release is expected by the end of January.
We now have a quick overview movie about how to download, install, and use OTS at
OTS Introduction Video.
It should be helpful for first time users, or anyone wanting to see how it works and what it does
- before downloading it.
The initial update for 2015 taxes is now released. Most of the programs and tax forms were very
stable, with only minor changes from last year. But a couple of the forms completely changed, for example Ohio,
which required major revisions. A much requested new feature was added this year - PDF Auto-Fillout.
This option appears, if available, when you go to print your results. Presently it is available
for the Federal forms and PA state form. We will be working to extend it to the other states.
Several auto-fillout methods had been proposed, but many of them required each user to have or install
additional software packages. And integrating the work-flow added some tricky steps for the average user.
Instead, we chose this particular PDF-fillout method because we can
integrate and package it as a single-click turn-key solution. It should work "out-of-the-box", without additional
hassles. It seems to work OK with several of the popular PDF-Viewers, such as Acroread, Evince, and
Atril viewers, as well as LibreOffice, Safari and Google-Chrome browsers. You can further edit your
forms in your favorite viewer.
Hopefully this feature will help at least some users. If not, then you are back to trying one of the alternate
solutions, or entering your numbers by hand like before.
In the near future, we would also like to add support for ChromeOS on ChromeBooks, based on the number of
requests we are receiving.
The former FreeCode.com website we used for issuing announcements of new releases is now defunct.
Therefore, we now have a new mailing list you can join for OTS News. See the link at the bottom
of the OTS main page, or here Subscribe to New OTS Releases & Updates.
You can remove yourself from the list at anytime by sending an email from your email account to
OTS.firstname.lastname@example.org with the words "Remove me." as the first words in the subject line.
Some of the government tax forms were released later than expected, which caused us to push back
initial release of this year's updates to this week. The updated release for 2014 taxes is now
ready for downloading!!
The updating of OTS for the 2014 Tax Year is now underway. Initial release is expected by early January 2015.
However, we are still awaiting release of the forms and instruction booklets from the government,
which are necessary for updating our programs.
Some of supplemental forms were released last week, and we expect the main forms to be released shortly.
The American tax system is virtually infinitely complex.
Yet our OTS team does not have infinite resources, nor enough time to codify and maintain implementations
for the entire set of tax publications.
Rather, our goal is to implement as much of the major sections that benefit the most people - as much as
we have time to do, and that we can reliably maintain over the long run.
Like most things, the tax rules are such that implementing maybe 20% of the key parts
is all that about 80% of the populace ever needs or uses. Going after the next 10%
would multiply our effort, while only benefiting a small number of users, ... and so on - with diminishing returns.
This is a major difference between our voluntary effort and the commercial tax preparation
packages. They need large full-time developer teams to implement maybe 70% of the tax rules, to
satisfy maybe 95% of the populace.
We face a continuing balancing act. On the one hand, there is always the temptation to continue
implementing more sections for the small number of users to whom they might apply.
On the other hand, if we over-extend by covering too much, then Quality is at risk.
This would not be as much of an issue if the tax rules did not change so much each year.
Effectively, unlike most other code projects, we are always developing against a moving target.
Each year, changes must be made to update the forms, and these need to be re-checked and re-tested.
If we divided our volunteer developers over too many forms, the chances for errors would rise.
Sometimes we receive requests to add additional sections that would apply to only a very
small number of total users, and would make the overall forms more complicated for all the
rest of us. So we need to make difficult decisions to balance the overall ease and
usefulness for everyone. ... Sorry ...
At the start of this project I did not know how much help we would get. I am pleasantly
surprised that we have been getting more than I had originally expected. It has allowed us
to cover more forms with greater Quality and Reliability. If the user/developer base
continues to expand further in the future, we could implement even more.
So we are providing something that helps a lot of people, with minimal effort, which makes
it maintainable over the long run. We are not aiming to produce something that satisfies
everyone - at least not out of the box. However, one advantage is that if a branch of
the tax rules are not implemented that you need, you can just add that piece for yourself
without needing to implement the whole thing from scratch. The commercial tax
packages must be more comprehensive, considering they are not extendable by end-users.
The initial updated version of OTS for the 2013 Tax Year has been released and is now available for downloading.
As in prior years, this version, 11.0, contains programs for US 1040 with Schedules A, B, C, D, and with the 8829 and 8849 forms.
It also contains updated State versions for California, Pennsylvania, New Jersey, North Carolina, Ohio, Virginia,
New York, and Massachusetts. The version number indicates this is the 11th straight year that OTS has provided
updated tax programs.
The updating continues and is now in full stride. Many government forms were released much later than expected,
which will delay our initial release. The US 1040 instructions were only released last week (Jan 8)!
We expect full coverage of all forms covered in prior years.
. . .
OpenTaxSolver Development Project
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