1. Select Tax Year
2. Upload Excel File
Ready. Please upload an Excel file.
3. Download Filled PDFs
đ Privacy & Security
Your data never leaves your computer. This application runs entirely in your browser (client-side). No data is uploaded to any server. Your Excel file and PDFs are processed locally on your device.
đĄ Tip: Your Excel file only needs numerical data (amounts, dates, quantities) - no personal information like names, addresses, or SSN is required.
âšī¸ How to Use
âšī¸ How to Use
- Select your tax year from the dropdown
- Prepare one Excel file with sheets named:
f1040- Form 1040 dataf8949- Capital gains/losses
Download our Excel template with pre-formatted sheets and column headers. - Upload the Excel file - The app will parse your data
- Download the ZIP file containing all filled PDFs
⨠What Each Form Does
Form 1040 - Individual Income Tax Return
- Automatically fills all line items from your data
- Performs addition and subtraction calculations
- Computes totals across pages
Form 8949 - Capital Gains & Losses
- Calculates gain/loss for each transaction (Proceeds - Cost - Adjustment)
- Automatically separates short-term (â¤1 year) and long-term (>1 year) based on dates
- Computes total proceeds, total cost basis, and total gain/loss
- Creates multiple 8949 forms if you have more data