Project that parse e-trade PDF account statements and Gain and Losses documents and compute total gross gain and tax paid in US that are needed for tax return forms out of US.
- Install this program:
cargo install etradeTaxReturnHelper
- Download PDF documents from a year you are filling your tax return form for example:
Brokerage Statement <xxx>.pdf
andMS_ClientStatements_<xxx>.pdf
:- Login to e-trade, navigate to Documents/Brokerage Statements
- Select date period
- Download all
ACCOUNT STATEMENT
documents
- Run:
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How to install this project?
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For Windows OS you can download binary (zip archive holding executable) from releases webpage. Place executable in the same directory as desired e-trade documents. Open Windows terminal (command prompt or powershell) and type
etradeTaxReturnHelper.exe *.pdf *.xlsx
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For Linux and MacOS you need Rust and Cargo installed and then you can install this project (crate):
cargo install etradeTaxReturnHelper
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For Linux where there is no X server or no priviligies to install system dependencies then you could try to install non-GUI version:
cargo install etradeTaxReturnHelper --no-default-features
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Does it work for other financial institutions apart from etrade ? There is support for saving accounts statements of Revolut bank (CSV files) , as Revolut does not pay tax on customer behalf and tax from capital gain of saving account should be paid by customer.
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How does it work? Here is a demo(PL)
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How can I report problem? If this project does not work for you e.g. there is crash or data produced does not seem correct then please run it with diagnostic: RUST_LOG=info RUST_BACKTRACE=full etradeTaxReturnHelper and share it via issues or via my email (see github profile)
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How can I help?
- Issues and Pull Requests are welcomed!
- Please donate charity organization Wielka orkiestra swiatecznej pomocy
- If you happen to be an employee of Intel Corporation then you could support this project by "giving me recognition".