// ==UserScript==
// @name TaxACT.com 1099-B TSV importer
// @namespace http://tampermonkey.net/
// @version 2025-04-13
// @description Import 1099-B items to TaxACT. Click on "Add entries" and paste your 1099-B items, one per line. Click "Done", and refresh the page to get started.
// @author You
// @match https://www.taxact.com/*
// @exclude https://www.taxact.com/taxmanager/*
// @icon https://www.google.com/s2/favicons?sz=64&domain=taxact.com
// @grant GM_setValue
// @grant GM_getValue
// @require https://code.jquery.com/jquery-3.7.1.min.js#sha256-/JqT3SQfawRcv/BIHPThkBvs0OEvtFFmqPF/lYI/Cxo=
// @license MIT
// ==/UserScript==
(function() {
'use strict';
var scriptName = "taxAct1099bTsvImporter";
console.log(scriptName, "Starting for URL ", location.href);
if (typeof(window[scriptName]) !== "undefined") {
console.log(scriptName, "Running a 2nd time... abort.");
return;
}
function loadSettings() {
var s = GM_getValue('settings', '{}');
return JSON.parse(s);
}
function saveSettings(o) {
GM_setValue('settings', JSON.stringify(o));
}
function addOptions() {
var settings = loadSettings();
var div = document.createElement("div");
div.style = "position: absolute; top: 0px; right: 0px; z-index: 1000; background-color: white; border: 1px solid black; margin: 100px; padding: 10px;";
var addLink = document.createElement("a");
addLink.innerText = "Add entries";
addLink.href="#";
var textarea = document.createElement("textarea");
textarea.style = "width: 1000px; height: 150px; display: block; padding: 5px;";
var doneButton = document.createElement("input");
doneButton.style = "margin: 10px;";
doneButton.type = "button";
doneButton.value = "Done";
var dryRunDiv = document.createElement("div");
var dryRunCheckBox = document.createElement("input");
dryRunCheckBox.id = "dryRunCheckBox";
dryRunCheckBox.name = "dryRunCheckBox";
dryRunCheckBox.type = "checkbox";
dryRunCheckBox.checked = ((typeof(settings.dryRun) === "undefined") ? true : !!settings.dryRun);
var dryRunLabel = document.createElement("label");
dryRunLabel.style = "display: inline-block; margin: 5px;";
dryRunLabel.setAttribute("for", "dryRunCheckBox");
dryRunLabel.innerText = "Dry-run (don't click any buttons, only fill out the forms)";
dryRunDiv.appendChild(dryRunCheckBox);
dryRunDiv.appendChild(dryRunLabel);
addLink.onclick = function() {
div.appendChild(textarea);
div.appendChild(dryRunDiv);
div.appendChild(doneButton);
div.removeChild(addLink);
if (settings.entries && settings.entries.length) {
var entries = "";
for (var i = 0; i < settings.entries.length; i++) {
entries += settings.entries[i].join("\t") + "\n";
}
textarea.value = entries;
} else {
textarea.value = "Delete this text and enter one 1099-B item per line, separated by 'tabs'. Example:\n" +
"Term and Type\tbox1a\tbox1b\tbox1c\tbox1d\tbox1e\towner (optional; must be exact match)\n" +
"B\tdescription and amount\tdate acquired or various\tdate sold\tsales proceeds\tcost\towner (optional; must be exact match)\n";
}
return false;
};
doneButton.onclick = function() {
var entriesToSave = [];
var entries = textarea.value.split("\n");
for (var i = 0; i < entries.length; i++) {
var entry = entries[i];
if (!entry) {
continue;
}
var values = entry.split("\t");
entriesToSave.push(values);
}
settings.entries = entriesToSave;
settings.entryNumber = 0;
settings.dryRun = !!dryRunCheckBox.checked;
saveSettings(settings);
div.removeChild(textarea);
div.removeChild(dryRunDiv);
div.removeChild(doneButton);
div.appendChild(addLink);
};
div.appendChild(addLink);
$("body").append(div);
}
var fixDate = function(str) {
if (str.length == "00/00/00".length) {
return str.substring(0, str.length - 2) + "20" + str.substring(str.length - 2);
}
if (str.toLowerCase() === "various") {
return "Various";
}
return str;
};
var fixMoney = function(str) {
str = str.split("$").join("").split(",").join("");
var point = str.lastIndexOf(".");
if (point == -1) {
point = 0;
} else {
var fraction = str.substring(point + 1);
str = str.substring(0, point);
if (fraction.length == 1) {
fraction = fraction + "0";
} else {
fraction = fraction.substring(0, 2);
}
point = parseInt(fraction, 10) >= 50 ? 1 : 0;
}
var whole = parseInt(str, 10) + point;
var wholeStr = String(whole);
var out = "";
for (var i = wholeStr.length - 3; i > 0; i -= 3) {
wholeStr = wholeStr.substring(0, i) + "," + wholeStr.substring(i);
}
return wholeStr;
}
function setRadio(selector, val) {
var els = $(selector);
for (var i = 0; i < els.length; i++) {
var el = $(els[i]);
if (el.text() === val) {
$("input[type=radio]", el).click();
return;
}
}
console.log(scriptName, "Couldn't find value ", val, " in radio elements ", els);
}
var page1Loaded = function() {
var settings = loadSettings();
// console.log(scriptName, 'settings=', settings);
addOptions();
if (typeof(settings.entries) === "undefined" || settings.entryNumber >= settings.entries.length) {
console.log(scriptName, "No entries to file. Last entry number ", settings.entryNumber);
return;
}
var entry = settings.entries[settings.entryNumber];
console.log(scriptName, "Input for entry ", settings.entryNumber, " out of ", settings.entries.length, ". Row: ", entry);
if (entry.length < 5) {
console.log(scriptName, "Not enough values in entry: ", entry);
return;
}
setTermAndType(entry[0]);
setTimeout(function() {
$("div[data-responsive]:contains('1a. Description of Investment or Property') input[type=text]").val(entry[1]);
$("div[data-responsive]:contains('1b. Date Acquired') input[type=text]").val(fixDate(entry[2]));
$("div[data-responsive]:contains('1c. Date Sold or Disposed') input[type=text]").val(fixDate(entry[3]));
$("div[data-responsive]:contains('1d. Sales Proceeds') input[type=text]").val(fixMoney(entry[4]));
$("div[data-responsive]:contains('1e. Cost or Other Basis') input[type=text]").val(fixMoney(entry[5]));
if (entry[6]) {
setRadio("ta-icon-layout:contains('Ownership') div[class=radio-group]", entry[6]);
}
settings.entryNumber++;
saveSettings(settings);
scrollAndClick("#CONTINUE-ion-lbl");
}, 1000 + (Math.random() * 1000));
};
function setTermAndType(letter) {
var parent = $("div.row div.picklist:contains('Term and Type')");
var lis = $("li", parent);
for (var i = 0; i < lis.length; i++) {
var text = $(lis[i]).text();
if (!text) {
text = "";
}
// Something like "B - Short-term transaction in which basis was NOT reported to the IRS"
if (text.indexOf(letter + " - ") !== -1) {
// Found it.
$("input[type=text]", parent).val(text);
return;
}
}
console.log(scriptName, "Couldn't find term and type for letter ", letter);
}
function scrollAndClick(el) {
console.log(scriptName, "Scrolling and clicking on element ", el);
var e = $(el);
if (e.length == 0) {
console.log(scriptName, "Element not found ", el);
return;
}
e.get(0).scrollIntoView();
var settings = loadSettings();
if (!settings.dryRun) {
setTimeout(function() { e.click(); }, 300 + (Math.random() * 1000));
}
};
var page2Loaded = function() {
scrollAndClick("#CONTINUE-ion-btn");
};
var addMoreLoaded = function() {
var settings = loadSettings();
// console.log(scriptName, 'settings=',settings);
if (typeof(settings.entries) === "undefined" || settings.entryNumber >= settings.entries.length) {
console.log(scriptName, "No entries to file.");
addOptions();
return;
}
scrollAndClick("button:contains('Yes')");
};
var callPageFn = function(name, page) {
setTimeout(function() {
console.log(scriptName, "Calling function for page ", name);
page.fn();
}, 300 + (500 * Math.random()));
};
var pages = {
page1: { title: "Enter the transaction details, one sale at a time", fn: page1Loaded },
page2: { title: "Do any of the following apply to this sale", fn: page2Loaded },
addMore: { title: "Do you need to add another sale from this 1099-B", fn: addMoreLoaded }
};
var currentPage = undefined;
console.log(scriptName, "Starting main loop...");
window[scriptName] = window.setInterval(function() {
if (document.readyState !== "complete") {
return;
}
var title = $("#question-title").text();
// console.log(scriptName, "current page:", currentPage, "; title: ", title);
for (var pageName in pages) {
if (currentPage === pageName) {
continue;
}
var page = pages[pageName];
if (title.indexOf(page.title) !== -1) {
console.log(scriptName, "From page ", currentPage, " to ", pageName, ". Title: ", title);
currentPage = pageName;
callPageFn(pageName, page);
}
}
}, 200);
})();
