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Parses Robinhood 1099 tax document from PDF into CSV format

Project description

๐Ÿƒ Robinhood 1099 Parser

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This project converts Robinhood Securities 1099 tax document from PDF to CSV file. This tool will be helpful for those who need every transaction in a spreadsheet format for tax reporting purposes.

Original Work

Copyright (c) 2021 Keun Park (kevin.park1217@gmail.com)

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๐Ÿš€ Running Locally

Prerequisites

Make sure you have the following installed on your computer.

  • Latest Python 3
    Must be version 3.8 or higher
  • [Windows Only] Build Tools for Visual Studio 2019
    In the installer, select
    • C++ build tools
    • the Windows 10 SDK
    • the latest version of MSVC v142 x64/x86 build tools.

Installing

python -m pip install wheel
python -m pip install --upgrade rh_1099

Note: If commands above fail, try replacing python with python3

Running

โžœ rh_1099
usage: rh_1099 [-h] --pdf FILE [--csv FILE] [--silent] [--check]

Example and Checking

Enable --check flag to print out total values for some columns. Make sure these values match with the PDF!

โžœ rh_1099 --pdf rh_1099.pdf --check
Pages: 100%|โ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆโ–ˆ| 40/40 [00:03<00:00, 10.41it/s]
>>> Calculated Totals:
    Make sure the values matches with the PDF totals!
    proceeds: 77521.03, cost: 80902.05, wash_sales_loss: 3733.41, gain_loss: 352.39
>>> Saved to output.csv

๐Ÿž Issues and Bugs

If you have any issues with the tool, please open a GitHub Issue with as much as detail as you can provide.

Project details


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Source Distribution

rh_1099-1.0.1.tar.gz (21.9 kB view hashes)

Uploaded Source

Built Distribution

rh_1099-1.0.1-py3-none-any.whl (20.8 kB view hashes)

Uploaded Python 3

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