File	Date	Author	Commit
.gitignore	2017-04-08	Rob Egan	[6e0dd3] .
LICENSE.txt	2015-03-30	Rob Egan	[ae7b5c] added license
README.txt	2017-04-08	Rob Egan	[1d345d] fixed readme
convert1099BToBuySellTransactions.py	2017-04-08	Rob Egan	[0e6d4d] fixed copyright
convertBuySellTransactionsToTXF.py	2020-04-12	Rob Egan	[ec3f7a] added another date format
convertCoinbaseBuySellToTransactions.py	2022-09-27	Rob Egan	[582831] updated to accept coinbase format
convertCoinbaseProFillsToTransactions.py	2022-09-27	Rob Egan	[c42e0c] updated conversion tools for 2021, included coi...
convertKrakenTradesToTransactions.py	2022-09-27	Rob Egan	[c42e0c] updated conversion tools for 2021, included coi...
convertLendingClubChargeOffToTransactions.py	2020-04-12	Rob Egan	[c1d52a] modified for 2019 reports from kraken and lendi...

Read Me

US Tax Forms (1040 Schedule D and 8949 supplemental forms) require that every 
capital gains sale is listed by line, even if no cost basis or even a 1099-B 
has been provided to the IRS.  Entering this data into tax software like 
TurboTax is tedious and error prone.  Some institutions provide limited export 
capabilities such as CSV or excel export but this is not easy to translate into 
tax preparation software.

These python scripts convert two simple to generate input files BuyLots.csv and 
Sales.csv into a .TXF file that can be imported into tax prep software and a 
second RemainingLots.csv that can be used for next year.  The scripts 
automatically calculate the First In First Out lots for every sale and properly 
tag them in the TXF format ( https://turbotax.intuit.com/txf/TXF042.jsp ).

Also included are example scripts that can convert file exported from:
 
Lending Club - https://www.lendingclub.com/
Coinbase - https://www.coinbase.com/
Kraken - https://www.kraken.com/


./convertBuySellToTxf.py BuyLots.csv Sell.csv OutputPattern [Copy Box i.e. A B or C (default C)]

BuyLots.csv minimum fields:
BuyDate	Quantity	Security	NetPurchase	Description

Sell.csv minimum fields:
SaleDate	Quantity	Security	NetSales	DisallowedLoss	Description