Open Tax Solver - Package
--------------------------

March 19, 2026 v23.06 - For Tax-Year 2025.

See project homepage:	http://opentaxsolver.sourceforge.net/

OpenTaxSolver (OTS) is a set of programs and templates for helping you
fill out your income tax forms.  It performs the tedious arithmetic.
OTS is intended to assist those who normally prepare their tax forms
themselves, and who generally know on which lines to enter their numbers.
It is meant to be used in combination with the instruction booklet 
corresponding to a given form.

This package contains programs and templates for:
	- US-1040 - which also does the Schedules A, B, D, and forms 8949. 
	- Schedule C for US-1040.
	- State Income Taxes for Ohio, New Jersey, Virginia, Pennsylvania,
	  Massachusetts, North Carolina, Arizona, Michigan, New York, Oregon,
	  and California taxes updated for the 2025 Tax-Year.
Also contains an Automatic PDF Form-Fillout function:
	- Supports Federal Forms and State Forms.
	  Saves time by filling out many of the numbers.  
	  You may still need to enter some information or check boxes
	  that are not handled by OTS.
	  Tested to work properly with many PDF viewers.
	- You can edit your forms with Libre-Office.

-----------------------------------------------------------
--- This package contains executables for Mac OSx.      ---
-----------------------------------------------------------
  (Compiled on Apple M1, macOS 11 Big Sur.)
  ( Should run on same or newer versions of OSx. )

NOTE: Newer Mac-OS versions have additional
	security restrictions which must be allowed before you can run OTS.
	A convenient method for allowing this application is provided in the top
	directory of this OTS package, called MacSetup.command.

	You can just double-click on it while holding your control key down.
	It will open a terminal window prompting for your password
	(admin-password for your Mac).   Then you can run OTS.

	The 'MacSetup.command' is just a textual command-file.
	This file issues one command.  You can view it before running it.
	You can also run the setup command yourself from a terminal window.

History:
  * v23.06 (3/19/2026) - Form 8995 now prints line 13b. 
	Properly initializes error flag on import routine used by 
	forms 8829, 8995, and OR state.
	Fed-1040 program Schedule-A now limits charity to 60% of AGI.
	VA state line 34 sum now includes line 33.
	Added beta-version of new user-contributed Form 2441.
  * v23.05 (2/27/2026) - Fix to MI State lines 35-39.
	Updated Form 8995 to include 1040 line 13b in its line 11 calculation.
	Removed the now redundant QCD note in Fed 1040.
	Added Beta-only version of new Form 6781 by contributor.
  * v23.04 (2/20/2026) - Fix to OR State Line-10.
  * v23.03 (2/12/2026) - Updated CA State program Sched-540 part-2 Line 5e
	SALT limit amount.  Added informational messages to Fed-1040 results.
	Fed-1040 Schedule 1-A now properly prevents deductions for MF-Sep.
  * v23.02 (2/5/2026) - Combined Fed Schedule 1-A into the main 1040
	program. This adds several lines to the Fed-1040 input file.
	Removed entry for Line 13b, which is now calculated from the
	Sched 1-A entries.  Fixed Ohio tax rate function.
	Fixed Fed-1040 Schedule-D pdf labels for D1ad and D8ad.
  * v23.01 (1/29/2026) - Fixed US-1040 template "Rollover" lines.
	Fix to AZ State PDF metadata. Updated Fed Schedules A and C,
	as well was the Fed 2210 programs.
	Added the new Fed Schedule 1-A for No-Tax on Tips+Overtime+SocSec.
	Code consolidation of re-used routines.
  * v23.00 (1/27/2026) - Preliminary release for Tax-Year 2025.
	- Please check back for more updates.

Usage:
 Invoke by running:   ./Run_taxsolve_GUI
  (Located in the top directory.)
 
 To start from Finder, the first-time, hold control-key while clicking 'Run_taxsolve_GUI'.
  Then click 'Open' in the menu, and then click 'Open' in the small window.

 For Auto-Fillout of PDF Forms, click the "Print" button, and select
  "Automatically Fill-out PDF Tax-Form", then click "Print".
 You can set your preferred PDF viewer by the (Set PDF Viewer) button,
  or by setting the environment variable:  PDF_VIEWER
 The Auto-Fillout feature is tested to work properly with the PDF
 viewers "Google-Chrome", "Firefox", "LibreOffice", "Atril", "Xpdf", 
 "Safari", "IE", "Edge", and "Acrobat Reader".
 You can edit your filled-out PDF forms with LibreOffice.

General:
Example tax-data files and blank starting templates are included under
the "tax_form_files" directory.  For each filer, save filled-out 
template to a new name, such as "fed1040_2025.txt".  After filling-in the
lines, then run the tax solver on it.  From the GUI, this is done by
pressing "Compute Tax" button.
Or solvers can be run from the command-line, for example, as:
  bin/taxsolve_usfed1040_2025  Fed1040_2025.txt
Where "Fed1040_2025.txt" is the name of -your- tax-data file, which
you can edit with your favorite text-editor to fill it in or print
it out.  Output results are saved to "..._out.txt" files
(eg. Fed1040_2025_out.txt), and can be printed out directly too.

For updates and further information, see:
        http://sourceforge.net/projects/opentaxsolver/
Documentation:
        http://opentaxsolver.sourceforge.net/

Re-compiling:
 Unix/Linux/Mac:
  Pre-compiled executables for Unix/Linux are normally in bin directory.
  However to build the binaries in the bin/ directory:
     cd OpenTaxSolver2025_22.xx	      ( cd into top directory. )
     rm ./bin/* Run_taxsolve_GUI      ( Clears executables. )
     src/Build_taxsolve_packages.sh   ( Creates executables. )

 MS-Windows:
   Pre-compiled executables are normally in bin directory.
   For compiling OTS on MSwindows, MinGW with Msys is recommended.
   From Msys terminal window:
      cd OpenTaxSolver2025_18.xx       ( cd into top directory. )
      rm ./bin/* Run_taxsolve_GUI.exe  ( Clears executables. )
      src/Build_taxsolve_packages.sh   ( Creates executables. )

Directory Structure:
OpenTaxSolver2025       ......................................       25.246-KB
   |-- src   .................................................      217.555-KB
   |   |-- Gui_gtk   .........................................      141.807-KB
   |
   |-- tax_form_files   ......................................       49.152-KB
   |   |-- VA_760   ..........................................       11.038-KB
   |   |-- US_1040_Sched_C   .................................       12.803-KB
   |   |-- US_1040   .........................................       21.351-KB
   |   |-- PA_40   ...........................................       11.562-KB
   |   |-- OH_1040   .........................................       14.860-KB
   |   |-- NY_IT201   ........................................       14.686-KB
   |   |-- NJ_1040   .........................................       14.124-KB
   |   |-- NC_400   ..........................................       12.251-KB
   |   |-- MA_1   ............................................       13.844-KB
   |   |-- CA_540   ..........................................       13.166-KB
   |
   |-- bin   .................................................      351.033-KB
16 Directories.

---------------------------------------------------------------------------------
Aston Roberts (aston_roberts@yahoo.com)
File Organization and Makefiles by: Krish Krothapalli, David Masterson, & Jesse Becker
Programs contain contributions by many others.  See OTS credits webpage.
