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Open Source Federal Income Tax Software

niiler writes "There is finally a usable US federal income tax program for Linux users who don't wish to file online. TaxGeek is a Mozilla-based US income tax program that includes Form 1040, Schedules A, B, C, C-EZ, D, E, K-1 (1065), SE (Short and Long), W2, Forms 8880, 8853, 8863, 8812, 5695, 4952,3903, 2106, 2106ez, 2441 with access to most other files as PDFs. It is intended to be extensible so that developers can easily add other forms that are needed without affecting the existing file formats and stored data. TaxGeek will also create PDFs of all the supported forms so that you can print them and send them in to the IRS. (PDF creation support requires the installation of Perl PDF::Reuse.) At this point, e-filing is not supported."

19 of 227 comments (clear)

  1. Nice Disclaimer by dduardo · · Score: 3, Informative

    ABSOLUTELY NO GUARANTEES ARE OFFERED. If you have a ton of money riding on finding all the right loopholes and getting everything 100% perfect, buy a tax program or use an accountant.

    1. Re:Nice Disclaimer by canuck57 · · Score: 4, Insightful

      ABSOLUTELY NO GUARANTEES ARE OFFERED. If you have a ton of money riding on finding all the right loopholes and getting everything 100% perfect, buy a tax program or use an accountant.

      Ask your accountant for his guarantee. I don't think it is any different. But the benefit in seeing an accountant is they have memorized the loop holes you can tap into.

      But at least with this event, those commercial tax packages better get a Linux version or lose market share. Not everyones tax is complicated enough to need an accountant.

    2. Re:Nice Disclaimer by bfields · · Score: 3, Insightful

      For those of us who still do our taxes by hand, it wouldn't really be any riskier, and might not be any more trouble, just to run through the software once, check it by hand, and send in bug reports.

      Not mentioned in the summary: this is free software (under the GPL).

    3. Re:Nice Disclaimer by swillden · · Score: 4, Insightful

      ABSOLUTELY NO GUARANTEES ARE OFFERED. If you have a ton of money riding on finding all the right loopholes and getting everything 100% perfect, buy a tax program or use an accountant.

      Honestly, that's the same guarantee you you get with a commercial tax program or from an accountant. The difference is that the accountant, and to a lesser extent the commercial software, will probably do a better job. Probably. But if you miss out on big deductions you should have taken, or, even worse, if the program or accountant tells you to take some deductions that land you in hot water, it's all on you. Your taxes are your responsibility, period.

      --
      Note to ACs: I usually delete AC replies without reading them. If you want to talk to me, log in.
    4. Re:Nice Disclaimer by Hollinger · · Score: 3, Informative

      Well, not really. Web applications are generally cross-platform. Have you tried www.hrblock.com? I've used since 2004. The site works in firefox, it includes e-filing, and paying by check or credit card.

      How would a bad linux version translate to a loss of market share when you have web apps that will work just as easily?

    5. Re:Nice Disclaimer by insignificant1 · · Score: 3, Informative

      "Honestly"? who is being honest? Who hasn't checked the 1040 form recently? The tax preparer gets his/her OWN line on the tax form that he/she signs. So there IS accountability for the preparer, if he/she does things incorrectly. There is no guarantee that you get all the best loopholes (though some DO guarantee this) with an accountant, but the IRS likely has never convicted anyone of paying too much in taxes.

      I have posted this comment to other posters who don't know how taxes work (are you still a dependent?). Not sure about TurboTax or whatnot. But if someone prepares your taxes for you, they will be held responsible in some manner by the government, whether or not they want to be held responsible, once they sign on the line. Check out the 1040 form on the IRS.gov website if you want to see for yourself.

    6. Re:Nice Disclaimer by hawaiian717 · · Score: 3, Interesting

      TurboTax fills in that line with "Self-prepared".

      --
      End of Line.
  2. A good year for open source and taxes... by passion4 · · Score: 4, Interesting

    So far this has been a great year for open source and taxes in general it seems.

    This company also released there entire Payroll, Time and Attendance suite as open source. So employers like myself can pay their employees and easily take care of all their payroll related taxes such as W2/W3's, 940/941's, 1099's and state taxes for free.

  3. Re:You get to be the beta tester! by zappepcs · · Score: 4, Interesting

    While I don't want the refund check dependent on a beta, I am going to run both Tax Cut and TaxGeek06d to see how they compare....

  4. Re:A step in the right direction, I think. by darthpenguin · · Score: 5, Informative

    Government support is unlikely, according to this excerpt from the FAQ:
    -----
    6. Why can't I e-file with this program?

    Because of the lack of cooperation of the IRS and the API. When I wrote to the IRS regarding this, I received the following reply:

    Thank you for your inquiry.

    The government believes that private industry, given its established expertise and experience in the field of electronic tax preparation, has a proven track record in providing the best technology and services available. In addition, the government believes a partnership with private industry will: provide taxpayers with higher quality services by using the existing expertise of the private sector; maximize consumer choice; promote competition within the marketplace; and meet objectives in the least costly manner to taxpayers.

    We hope the above information will prove helpful to you.

    Sincerely,
    The IRS Website Support Team


    I suspect that there will either need to be an outcry, or we will need to present this project as a corporation of sorts for cooperation from the IRS. For more info, see the previous FAQ entry.
    -----

  5. April 18 by ballmerfud · · Score: 5, Funny
    Subject : [TAX GEEK] Announce
    Date: April 18, 2007

    We are pleased to announce our latest update of Tax Geek, which fixes a critical off-by-one error in the previous release, which could in some cases lead to (severe) inaccuracies. Please update your current version ASAP. As always, if you find any additional errors, please submit bug reports (and preferably patches) on Source Forge, and Joe will look into when he gets home from class.

    The Tax Geek Team
    --
    http://uncyclopedia.org/wiki/User:Steve_Ballmer
  6. Re:Stupid question... by istartedi · · Score: 4, Informative

    I've often wondered that too. I asked a Russian co-worker about it though, and he said his experience with foreign systems that only use a payroll tax, is that they are much more likely to be corrupt. Since there's a lower compliance rate, they have to have a higher tax. I don't really buy into that though. I'd much rather just have the payroll tax and be done with it, as long as I can't be held personally liable for failing to pay it. If it's just a payroll tax, then who is liable though? It can't be the person who runs payroll. Those jobs don't pay very much, and people won't run the risk of personal bankruptcy for failing to carry a decimal. If the corporation or company is liable, then it's much harder to pin blame on a person. The corporation or company just goes bankrupt, so I think my Russian co-worker had a good point.

    Historicly, taxes in the US were collected from individuals. I've been told that payroll deductions, called "witholding" here, were an emergency measure adopted because they needed funds during WWII. After the war, witholding continued. Some have actually argued that we get rid of witholding due to its history as a WWII emergency measure. It also feeds into some conspiracy theories regarding the "continual state of war" in the US. Anyway, the US is, in some sense, "pay as you earn", it's just that you have to file to reconcile the difference between what you've paid and what you actually owe.

    What you owe can be less due to deductions (e.g., charity, marital status, etc.). Over the years, the US has used the tax code for social engineering. Those deductions are popular, entrenched, and backed by powerful lobbies and interests who have a lot to gain from the tax code as it stands. If I had to give a one-word answer to your question it would be:

    Inertia.

    --
    For all intensive purposes, "whom" is no longer a word. That begs the question, "who cares"?
  7. No Warranty by Anonymous Coward · · Score: 4, Insightful

    Well, lot's of folks here are making a fuss, saying these folks offer
    no Warranty, and don't check the accuracy.

    Well, guess what NEITHER DOES CLOSED SOURCE.

    Your $49.99 QuickTax/EasyTax, whatever doesn't come with a warranty either, besides one on the MEDIA.

    If it screws up, guess what, it's YOU who owes the IRS money. The developers are held harmless, because they are simple developers. They are not tax law experts.

    Same thing happens when you take your taxes to H&R block. The best 'guarentee' they offer is your money back.

    Now if you went to an accountant, or a CA, CCA, etc, They can be held partially accountable.

    If you ask me, we need real engineers designing complex software like tax programs, not simple programmers or developers. Stand behind the work, and put your professional licence behind it.

    Other wise, might as well use quicktax, and cross your fingers.

  8. Comparison with Brazil by synthespian · · Score: 4, Informative

    Some of you might find it interesting to compare the US situation with other countries (comparisons are always nice for parameters)...
    Brazil's equivalent of the IRS (Receita Federal) offers its version for federal income tax software for download for Windows, Linux, Macintosh and jar files for any other OS Yes, they use Java. It makes sense.
    http://www.receita.gov.br/PessoaFisica/ReceitaNet/ RecnetJava.htm

    --
    Main difference between the BSD license and the GPL license: one is from California and the other is from Massachusetts
  9. FreeFile; Public vs. Private by Noksagt · · Score: 3, Interesting

    by snail mail, which is free.

    Sign me up for whatever free postage system you have. Especially if it comes with delivery confirmation, etc. that the conscientious will purchase.

    Or electronically, which requires you to buy an accredited program in order to generate the e-forms
    70% of taxpayers qualify for free file, which allows them to e-file after using free (as in beer) online tax software. Yes, this percentage should be higher. Yes, anyone should be permitted to create tax preparation software, including open source software, which could e-file. But, it is hardly extortion.

    Given the resources at the disposal of the Government, why couldn't they just build a website similar to the ones online tax programs use for data entry and obvious computations (adding columns, tax brackets, etc.). I don't care if the results are not automatically optimized, but at least, you could *fill* the tax forms online and submit the e-forms without the fees required by proprietary programs. IMHO, that should be a basic IRS service.
    I actually agree with the IRS--tax software should be in the private sector, not the public sector (government monopolies suck). But there's no reason not to open this up for ALL entrants, rather than granting an oligopoly.
    1. Re:FreeFile; Public vs. Private by niiler · · Score: 4, Informative

      As the author of this program I want to reply to a couple of comments in this thread.

      First regarding the issue of free-file: AARP will free file for you no matter what your age or income level. At least this is how it has been presented to me by volunteers for the organization. This is noted on the TaxGeek website.

      Second, regarding the coding of the US income tax forms, I agree that the tax code ought to be in computer code perhaps even written into the fillable PDF forms the IRS provides. This would be the most concise way to do it to ensure no mistakes are made. However, H&R Block, TurboTax and others feel that this is the government competing against private industry, and therefore, it won't happen.

      Regarding this last point, I suspect that when TaxGeek actually becomes competitive with "real" tax programs, we will start having issues with the big companies who will feel that it is unfair that someone is providing software to the public for free (nevermind that it isn't the government). Imagine that our near term idea-list is completed. Specifically that we completely finish the 1040, can write to pdf using XUL-Javascript, and create an interview frontend. Should this happen, TaxGeek becomes platform independent and usable by a wider audience. Presuming that we have thousands of ./ers sending bug reports, TaxGeek may even be more reliable than some commercial products. (I know, in my dreams...)

      Finally, regarding liability please see the following IRS publications:


      * "Revenue Ruling 85-189: Return preparers; sale of computer program. A person who prepares a computer program and sells it to a taxpayer to use in preparing the tax-payer's income tax return may be an income tax return preparer." Internal Revenue Cumulative Bulletin, volume 1985-2, p. 341.
      * "IRS announces that companies who sell return preparation computer software and programs may be considered return preparers subject to penalties." I.R.S. News Release, IR-86-92 (May 6, 1986).
      Essentially, the fact that there is a dire warning regarding the software's abilities, and that the software is being given away offer protection to the developers (who are normally more protected than their CPA masters in the IRS standards of practice anyhow). The articles mentioned above don't even guarantee the company's liability in the case of mistake. They only say that the company may be liable under certain conditions. In short our line on it is that you didn't pay any money for this, you were warned about the software's status, and any mistakes are your responsibility, not ours. Also, we try to fix bugs that are reported to us in a timely manner which is also a developer's responsibility according to the IRS.
  10. Not entirely true by mgkimsal2 · · Score: 4, Informative

    I had taxes done at HRBlock last year. I normally do them myself, but between multiple employers, multiple home sales, multiple streams of income (consulting, wife's business), and having lived in 3 states, I wanted someone with more experience to take care of things. They offered a 'peace of mind' program for an extra $39 to cover mistakes up to $5000. I took it, and actually had chance to use it. I missed this, but so did they - no schedule D was filed at all. Just an oversight, but it was an extra $400+ in taxes I owed. HRBlock redid all the amended paperwork in a week, I paid the taxes, and they cut me a check to reimburse me a week later. If/when I get an interest/penalties letter, HRBlock will cut a check for that as well. While I don't normally use a service like that, they *do* offer some degree of protection. True it's at an extra cost, but when you're talking about potentially thousands in taxes/penalties, being able to get any sort of insurance is probably worth it.

  11. Re:You get to be the beta tester! by Skater · · Score: 4, Informative

    Do you have any idea what a refund is?

    It means your employer withheld too much of your pay. So your employer and the government got to keep it, gaining interest on it, until you file your taxes and get the check for ONLY the amount they owe you - they keep the interest.

    It's best to have no refund, because it means that you got the money when you earned it, not several months later.

  12. Open Office tax form spreadsheet by amightywind · · Score: 3, Informative

    I shouldn't do this. But please give the guy some cash. It is extremely useful, and works with OpenOffice. My taxes were fairly complex and they came out perfectly. Maybe you can help out and make an even better version.

    --
    an ill wind that blows no good