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Open Tax Solver Changelog

What's new in Open Tax Solver 21.06

Apr 19, 2024
  • To Massachusetts State Form, added
  • Line-6b for Farm income, and made Business income
  • Line-6a show up on PDF form b
  • Clean re-compile of all the intervening updates since the prior full release

New in Open Tax Solver 21.05 (Apr 4, 2024)

  • Fix to Fed 1040 Qualifed Dividends and Capital Gain Tax Worksheet line 3, for when not filing Schedule-D.

New in Open Tax Solver 21.03 (Mar 4, 2024)

  • Small fixes to output Form files for US_1040, CA_540, and US_1040_Sched_C
  • Fixed placement of US_1040_Sched_C Line 27a in the PDF output

New in Open Tax Solver 21.02 (Feb 16, 2024)

  • Fixes to CA Form-5808 for 2023 updates with added WorkSheets in PDF output.
  • Adjusted Makefile for compilation on RaspberryPi.
  • Added initial version of Sched-8, Form-8812 for "Credits for Qualifying Children and Dependents", for preliminary testing.

New in Open Tax Solver 21.01 (Feb 14, 2024)

  • In California 540 Adjustments Part II, removed line 8d from template and example files, which no longer applies for 2023 taxes.

New in Open Tax Solver 21.00 (Feb 14, 2024)

  • Preliminary release for Tax-Year 2023.

New in Open Tax Solver 20.05 (Jun 20, 2023)

  • For Fed-1040 Cap-Gains, added option to specify 'inherited' instead of purchased date or 'various-long'. In the GUI, for MS-Windows, improved ability to display PDF files and to switch forms, when file names or paths have unusual characters in their names, such as spaces, etc.. If Fed-1040 program reads a Cap-Gain spreadsheet, even without any normal Cap-gains entries, it now forces Schedule-D printing.

New in Open Tax Solver 20.04 (Mar 26, 2023)

  • Fixed VA (Virginia) State tax program's Standard Deduction to the updated value for the 2022 tax year.

New in Open Tax Solver 20.03 (Mar 18, 2023)

  • Added feature to optionally import Capital Gain/Loss data for Federal Form 8949 from a Spreadsheet in Comma-Separated-Value (CSV) or Tab-Separated-Value (TSV) formats. Just name the file name after the "f8949_spreadsheet:" tag in the "Schedule D: Capital Gains/Loses" section of your tax input file.
  • Updated CA-5805 forms.
  • Updated Form-2210.
  • Fix to Fed-1040 AMT worksheet line 19.
  • Fix to NJ State form program property-tax deduction line H1.

New in Open Tax Solver 20.02 (Feb 24, 2023)

  • Fixed California State tax-formula calculation for Single-Status. Improved prompts for 1099-R forms of Pensions, Annuities, abd IRA distributions on Federal 1040 forms.

New in Open Tax Solver 20.01 (Feb 14, 2023)

  • Added user contributed forms 8829 + 8995.

New in Open Tax Solver 19.07 (Mar 28, 2022)

  • Added check for matching input Form-types. Checks that input files match the selected Program to run. In case of mismatch, it now displays a warning message. On Fed-1040, adjusted the limit to charitable deductions for
  • non-married filers who are not optimizing.

New in Open Tax Solver 19.06 (Mar 28, 2022)

  • Clarified where to enter Charity Donations on the Federal 1040 form, by creating designated Charity line

New in Open Tax Solver 19.05 (Mar 28, 2022)

  • In California state form, added County-name and check-box for Same-Residence address on first PDF page
  • Improved informational message in Fed-1040, and NJ-1040 programs

New in Open Tax Solver 19.04 (Mar 28, 2022)

  • Added complete NY state IT-196 form for limited itemized deductions to the NY-IT201 program
  • The program will add to PDF fill-out when needed
  • Revised California form 5805 Question-4 condition

New in Open Tax Solver 19.03 (Mar 28, 2022)

  • Fixed NY state line 18 input from Fed Sched-1.
  • Updates to California form 5805 and examples.
  • Updates to California form 540 PDF printout of Single name and initial.

New in Open Tax Solver 19.02 (Mar 28, 2022)

  • Fixed Fed-1040 std-deduction for single filers
  • Added Health-Insurance checkbox to CA-540 state form
  • Updated Form 2210

New in Open Tax Solver 19.01 (Mar 28, 2022)

  • Update to charitable donations limit in and the age-65 comment in Federal-1040 form.
  • Updated California state tax program (540) for 2021 tax-year.
  • Updated California form 5805.
  • Updated forms 2201, 8959, and 8960.
  • Added a notify-popup utility that can be used by all programs for alerting users of any detected issues.
  • Now GUI will not offer to fill-out PDF forms if there are any errors detected in the compute step, and it will pop-up an alert window, so error is not missed.

New in Open Tax Solver 18.08 (Apr 22, 2021)

  • On Fed-1040 PDF forms, now displays Dependent-Relationship column.
  • On NJ State form, adjustments were made for eligibility of Homestead rebate Property Tax credit when over 65 or blind, and under the income threshold to file. Fixes to NY State and 1040 Schedule-C Business Forms.

New in Open Tax Solver 18.07 (Apr 1, 2021)

  • GUI now detects Hi-DPI screens and enlarges window.
  • Fixed file-browser to prevent crash on some MacOS machines.
  • Adjusted Federal 1040 Social Security Worksheet calculation to not include the new Unemployment Compensation Exclusion (UCE) recorded as a negative value on Schedule-1 Line-8.

New in Open Tax Solver 18.06 (Mar 20, 2021)

  • Added Fed-1040 Schedule-SE for Self-Employment taxes (part-I) which can be accessed in GUI under Other-Forms. For Fed-1040, improved Virtual-Currency comment/prompt language in template file, and added adjustment to Social Security calculations for Charity deductions when not itemizing.

New in Open Tax Solver 18.05 (Mar 20, 2021)

  • For Fed-1040, added ability to specify Dependents information for PDF form output. (Does not affect any calculations.)
  • On North Carolina state form, fixed comments on lines 7+9, now fills Use-Tax check-box when appropriate, and fixed Refund line 34.
  • Fixed NY State Form Date-of-Birth format in PDF printouts.

New in Open Tax Solver 18.04 (Feb 27, 2021)

  • Added Form 8606 under the 'Other' category.
  • Some minor updates to some 'instructions' files.
  • Fixes to Form 8889 pdf formatting.
  • Fixes to Schedule-C Line 47.
  • Further updates to the new Round-to-whole-dollars feature.

New in Open Tax Solver 18.03 (Feb 27, 2021)

  • Added option to calculate taxes in whole dollars. (Select under the GUI's 'Options' button, or use run-time option '-round_to_whole_dollars'.)
  • Added updated NY State taxes.
  • Fixed California CA540 lines A5 through A7, SocSec payments.
  • Now overly long comments are truncated on form 8949 PDF output.
  • Tax-bracket information reporting was fixed on Fed-1040.

New in Open Tax Solver 18.02 (Feb 27, 2021)

  • Additional validation was added to test that numeric entries are valid numbers for all forms. For the Fed 1040:
  • 1. The Social Security worksheet lines 3+6 calculations were fixed.
  • 2. The circular dependency introduced in this year's taxes on Schedule-A and 1040 Lines 10b, 10c, and 11 -- which affects the itemization decision and amounts -- was addressed and cleaned up.
  • 3. A check-box option was added on Fed 1040 Schedule-A (line-18) to elect to itemize, even when less than standard deduction.
  • Fixed comment on Massachusetts template line 15.
  • A beta-version version of the updated California taxes was added.

New in Open Tax Solver 18.01 (Feb 27, 2021)

  • On Fed 1040, fixed line 10c sign, and Updates to the new separated Town/State/zip entries

New in Open Tax Solver 18.00 (Feb 2, 2021)

  • Initial Release for Tax-Year 2020. CA and NY state taxes are not included in this version because the states have not yet released their form instructions information. Please check back for updates.

New in Open Tax Solver 17.06 (Mar 5, 2020)

  • Fixes to Fed-1040 Schedule D Tax Worksheet calculations.

New in Open Tax Solver 17.05 (Mar 5, 2020)

  • Added HSA Form 8889 under the "Other" forms category.
  • Updated 1040 Sched-A line-3 to latest IRS (mid-season) change.
  • Improved selection and opening of PDF-Viewer(s) for MS-Windows.

New in Open Tax Solver 17.04 (Mar 5, 2020)

  • Added "Occupations" fields to Fed-1040 template.
  • Added input for Sched-D 19, unrecaptured gains.
  • Fixed NJ Medical Expenses worksheet F line 2 calculation.
  • Added ability to see tax-instructions in the GUI for each tax-line, by clicking on the line-labels, or elsewhere on a line. Populated some instructions for Fed-1040 and CA forms.

New in Open Tax Solver 17.03 (Mar 5, 2020)

  • Fixed Fed-Sched2 sum for line 10, and display of Line 18e on main form.
  • Fixed California SchedCA540 Line 4 to pull from Fed line 5b.
  • Added DOB lines to California form.

New in Open Tax Solver 17.02 (Mar 5, 2020)

  • Fixed California SchedCA540 Line 4 value, and Line 8 to pull from Fed-Sched-1.
  • Fixed Virginia Line 18 subtraction lines.
  • Added "Options Menu" to GUI, with option to force printing of "All Forms" even if not normally needed.

New in Open Tax Solver 17.01 (Mar 5, 2020)

  • Fix to US-Fed 1040 Qualified Div&Cap-Gain Worksheet line-1.

New in Open Tax Solver 17.00 (Mar 5, 2020)

  • Initial Release for Tax-Year 2019.

New in Open Tax Solver 16.06 (Mar 29, 2019)

  • Fixed new GUI-bug that was introduced in last update, which could cause some line semi-colons, for newly added line-values, to be misplaced in save-files.

New in Open Tax Solver 16.04 (Mar 16, 2019)

  • Added optional AMT worksheet line inputs to the Fed 1040 template. The AMT worksheet lines 2a through 2g now display in the PDF outputs. The OTS GUI now catches forced kills by the window manager when user clicks the "X" in the window tab, which now eliminates hanging zombe processes under MS-Windows. The "MarkupPDF" construct now supports quoted string values. This enables proper PDF display of multi-word answers, as well as explicit/literal character sequences without numeric formating.

New in Open Tax Solver 16.01 (Feb 27, 2019)

  • Fix to Fed 1040 line 55, as well as fixes for NJ and CA state programs.
  • Added Health-Coverage field to federal template.
  • Improved and added more active fields on several PDF forms.
  • No longer requires spouse inputs when not filing jointly.
  • Added alimony recipient fields for those who need it.

New in Open Tax Solver 16.00 (Feb 25, 2019)

  • Initial Release for Tax-Year 2018.
  • New this year, the "examples_and_templates" directory has been renamed "tax_form_files". It still contains templates and example form-files, but the new name will be more intuitive to new users.

New in Open Tax Solver 15.07 (Apr 13, 2018)

  • Code clean-ups in GUI. Re-activated Line-34, Tuition and Fees Deduction, which was originally denied for 2017, and then recently re-allowed in the midst of the this filing season.

New in Open Tax Solver 15.06 (Apr 13, 2018)

  • Adjusted Virginia program for Line-12 to force itemized deductions if itemized on Federal, even if VA. Std. Deduction would have been greater.

New in Open Tax Solver 15.05 (Mar 25, 2018)

  • Minor improvements to PDF printouts US-1040 + NJ State.

New in Open Tax Solver 15.04 (Mar 18, 2018)

  • Further automated California CA540 Adjustments form.
  • Provides more complete form fill-out.
  • In US-1040, now blanks unneeded zero entries, and properly resets "various" date in Cap-Gains form.
  • Added optional ability to accept AMT Form 6251 entries for lines 8-27.

New in Open Tax Solver 15.03 (Feb 19, 2018)

  • Fixed fed1040 collectible gains used before input, missing fill-in of 1st SchedB Int+Divs, comma issue in Sched-B PDF, proper medical percentage in Sched-A line 3. Began addressing OH form size issues. More line-label improvements. Apt + Middle initials in PDF forms.

New in Open Tax Solver 8.07 (Jan 9, 2012)

  • Fix to Schedule-L, line 6.

New in Open Tax Solver 8.05 (Mar 29, 2011)

  • Adjusted US1040 Form 6245 (AMT) lines 5,7 and 11.

New in Open Tax Solver 8.04 (Mar 22, 2011)

  • Fixed NY State Tax program to read Fed line 9; not 9b.
  • Added Schedule-M to US1040.
  • Fixed final line of NJ State tax version.
  • Made GUI and tax_solver routines handle included file names containing
  • spaces by enabling quoted string form entry values

New in Open Tax Solver 8.02 (Feb 11, 2011)

  • Fixed NY State Tax program to read Fed line 9; not 9b.

New in Open Tax Solver 8.01 (Jan 18, 2011)

  • Added State Taxes for OH, NJ, NC, and PA.
  • Added Schedule-L to Fed-1040.
  • All updated for 2010 tax-year.

New in Open Tax Solver 7.08 (Apr 30, 2010)

  • Minor improvements to US 1040 AMT print-outs.
  • Contains the US 1040 programs and forms, as well as the State versions for California, Pensylvania, New Jersey, New York, Ohio, Virginia, North Carolina, and Massachussets.

New in Open Tax Solver 7.07 (Apr 30, 2010)

  • Fix to US 1040 tax-table for Mariied-Joint filers.

New in Open Tax Solver 7.06 (Apr 30, 2010)

  • Fix to New York State tax line 38, was mis-labled as line 37.

New in Open Tax Solver 7.05 (Apr 30, 2010)

  • Fixed North Carolina State tax line 15. Slightly improved comments on US 1040 template.

New in Open Tax Solver 7.04 (Apr 30, 2010)

  • Improved GUI front panel buttons, and printouts on Schedules D and D1.

New in Open Tax Solver 7.03 (Apr 30, 2010)

  • Added State Forms for NC, VA, MA, and OH. Fixed page 37 worksheet on US 1040.

New in Open Tax Solver 7.02 (Apr 30, 2010)

  • Added State Forms for NY, PA, NJ, and CA. Added precompiled executables for Mac-OSx.

New in Open Tax Solver 7.00 (Apr 30, 2010)

  • Initial release for 2009 tax-year. Has US-1040, w/Scheds A, B, C, and D.

New in Open Tax Solver 6.05 (Nov 2, 2009)

  • Recompiled GUI due to fix in Otk graphics library of missing text-cursor.

New in Open Tax Solver 6.04 (Nov 2, 2009)

  • Long overdue improvements to the GUI.
  • Fixed comments in USFed 1040 template file, lines 28 + 29.
  • Fixed comments in CA State template file, lines 13 + 18.
  • Added quotes in Build file to handle file paths with spaces in them.
  • Added dependencies in Make-files.
  • Added check for doing Sched-D in AMT calculation of line 40.
  • Fixed typo in CA State tax calculation for Head_of_Household amounts above 64050.
  • Added program, template, and make-file entries for contributed form 8829.

New in Open Tax Solver 6.03 (Nov 2, 2009)

  • Minor improvements to the GUI.

New in Open Tax Solver 6.02 (Nov 2, 2009)

  • Added VA, NY, and MA State Tax solvers for 2008.

New in Open Tax Solver 6.01 (Nov 2, 2009)

  • Added PA, OH, NJ, and NC State Tax solvers for 2008.

New in Open Tax Solver 6.00 (Nov 2, 2009)

  • Initial release for 2008 tax-year. Contains US-1040, and California State Taxes. Check back soon for updates. Additional states to be added for 2008, as well.

New in Open Tax Solver 5.07 (Nov 2, 2009)

  • For US1040 only, additional worksheet printouts, AMT and Schedule-A (line 29) updates.

New in Open Tax Solver 5.06 (Nov 2, 2009)

  • Fixed line-comments in template for US1040 for lines 50-53.

New in Open Tax Solver 5.05 (Nov 2, 2009)

  • Updated State Taxes for Mass. for 2007 tax year.
  • Increased precision to double, for all forms.

New in Open Tax Solver 5.04 (Nov 2, 2009)

  • For US-1040, updated Sched-A new line-13 and beyond.
  • Added Fed AMT Form 6152 calculations.
  • Added additional worksheet printouts.

New in Open Tax Solver 5.03 (Nov 2, 2009)

  • Updated State Taxes for NY to 2007 tax-year.
  • Updated US-1040 tax-function for Married-filing jointly.
  • Unified to common distribution package for all platforms, using zip.

New in Open Tax Solver 5.01 (Nov 2, 2009)

  • Updated State Taxes for PA, NJ, VA, NC, and OH, for 2007 tax-year.

New in Open Tax Solver 5.00 (Nov 2, 2009)

  • Initial release for 2007 tax-year. Contains US-1040, and California State Taxes. Check back soon for updates. IRS will soon be publishing revised AMT calculation. Additional states to be added for 2007,as well.

New in Open Tax Solver 4.07 (Nov 2, 2009)

  • Added automatic phone credit to US1040 line 71. Fixed NJ form F, Line 5.

New in Open Tax Solver 4.06 (Nov 2, 2009)

  • Improved GUI. Minor update to NJ State form.

New in Open Tax Solver 4.05 (Nov 2, 2009)

  • Minor updates to NJ and NC State forms.

New in Open Tax Solver 4.04 (Nov 2, 2009)

  • Added VA, OH, and NY State Tax form updates for 2006.

New in Open Tax Solver 4.03 (Nov 2, 2009)

  • Added Mass., NJ, and PA State Tax forms.

New in Open Tax Solver 4.02 (Nov 2, 2009)

  • Added California and North Carolina State Tax forms

New in Open Tax Solver 4.01 (Nov 2, 2009)

  • Initial release of 2006 update for US-1040 Federal forms.

New in Open Tax Solver 3.05 (Nov 2, 2009)

  • Added updated NY State Tax solver for 2005 tax-year. On Fed1040, added line 39 entry for over 65 and Social Security calculations (as separate program) from W. Moyer.

New in Open Tax Solver 3.04 (Nov 2, 2009)

  • Two fixes to Fed1040, line 37 and 42. Also added 2005 update for Ohio State Taxes.

New in Open Tax Solver 3.03 (Nov 2, 2009)

  • Added OTS programs for North Carolina and Virginia state taxes.

New in Open Tax Solver 3.02 (Nov 2, 2009)

  • Added OTS programs for Pennsylivania and New Jersey, updated for 2005 tax-year. Added state programs to main build script.

New in Open Tax Solver 3.01 (Nov 2, 2009)

  • Added updated OTS programs for California and Massachusetts for the 2005 tax-year. Minor update to 1040 Fed forms.

New in Open Tax Solver 3.00 (Nov 2, 2009)

  • Initial release of 2005 update for US-1040 Federal forms.