Input Format:The format of the input file is line oriented. The lines correspond to the lines of your tax-form. For each line requiring input from you, state the line number (L#), and then enter the amount, or list the amounts which enter into that line, followed by a semi-colon. Comments can be placed anywhere by enclosing them in squiggly brackets ({}), usually at the end of each line to note what the entry is. A template file is included in each package for convenience. You should just insert your numbers where needed.Example:
Title: US Fed 1040 2012 Return for Molly Weber
L7: 28,789.34 ; { Income }
L13: { Interest }
45.90 { US Bank }
83.11 { Credit Union }
;
The first line, or Title line, of your input file is simply
passed straight out to the output file without parsing. It serves as
a way to identify the form, whom it is for, and the date or year.
After the first line, the format is free-form. You can enter things anywhere, in any column,
or any line you wish. The format shown above is recommended for clarity.
All entries for a given line number before a semicolon are added together. This is helpful when multiple items add into a single line. You can show each item separately with its own comment. OTS will add them together for you. Adding Additional Entries / Mark-ups on PDF output forms: Starting with OTS version 16.03 and beyond, there is a capability to add additional mark-ups on the filled-out PDF forms. You can add and maintain these by adding MarkupPDF commands to your tax input file, presently via a text editor. Importing Form-8949 Cap-Gains from Spreadsheet Table: Starting with OTS version 20.03 and beyond, there is a capability to accept Form-8949 Capital-Gains data as a Comma-Separated-Value (CSV) spreadsheet. This is especially convenient when you have a large number of stock transactions. You will see this option on the line of the US-1040 template as:
f8949spreadsheet: { Optional CSV spread-sheet File-name for Cap-Gain/loss trades. }
If you use the OTS-GUI, you will see a button marked Browse.
It will bring up the file-browser, so you can easily select your CSV spreadsheet file.
The CSV spreadsheet file contains the exact same columns (a through g) as the Federal 8949 Form. (Column h is computed by OTS.) The first row is the conventional header being:
Description, DateAcquired, DateSold, Proceeds, Cost, Code, AdjustmentAmount
(The last two columns are usually left blank for most people.)That header line MUST be the first row as a magic-check that you are reading the right kind of file.
There is an example CSV file in the directory where the templates and examples for the US-1040 are.
The example CSV file is called: example_f8949_spreadsheet.csv Description, Date_Acquired, Date_Sold, Proceeds, Cost, Code, Adjustment 50 GME, 1/15/2021, 6/1/2022, 500, 450,, 3 SWK, 3/12/2022, 3/13/22, 43.40, 41.90,, 60 AMZN, 3/17/2022, 3/18/22, 430.40, 401.90,,
The second tax-file example in that directory uses that example CSV file. (US_1040_example2.txt) Blank lines are allowed.
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