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wizpig64/credit_karma_1099B_csv.js

Last active April 15, 2025 07:09
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Import 1099-B into Cash App Taxes (formerly Credit Karma Tax) via CSV
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credit_karma_1099B_csv.js
// credit_karma_1099B_csv.js
// copyright Phillip Marshall 2019-2025, except lines 28-29, with help from kirill578
// --- README ---
// Cash App offers a free tax filing service (formerly under Credit Karma's brand),
// but requires you to enter Capital Gains and Losses manually in 'Spreadsheet entry' mode.
// This script implements the missing CSV import feature for 1099-B gains and losses.
// The csv this was based on came from a wealthfront xls, exported with mm/dd/yyyy dates and NO HEADER.
// Here are the first few lines from mine so you can make sure yours lines up:
// "2 ISHARES TR NATIONAL MUN E TF",01/30/2017,03/13/2018,216.7,216.72,,0,-0.02,Long-term
// "2 ISHARES TR NATIONAL MUN E TF",Various,09/14/2018,216.12,216.27,,0,-0.15,Long-term
// "1 ISHARES TR NATIONAL MUN E TF",03/09/2017,09/20/2018,107.7,107.72,,0,-0.02,Long-term
// "1 ISHARES INC CORE MSCI EMKT",03/08/2018,04/09/2018,57.53,58.61,,0,-1.08,Short-term
// "1 ISHARES INC CORE MSCI EMKT",11/28/2017,04/24/2018,57.07,57.16,,0,-0.09,Short-term
// And the original header, since I removed it...
// "Description of property","Date acquired","Date sold","Sales price",Cost,Code(s),"Amount of adjustment","Gain (Loss)","Holding period"
// To use, paste the whole script into your developer console when on this page:
// https://taxes.cash.app/r/capital-gains/spreadsheet
// A button will appear at the top of the page to select your CSV(s).
// Pick it, and the form will fill itself out.
/// --- END README ---
// vendored evanplaice/jquery-csv (MIT license):
function b(t,n,i=e=>e){let e=Object.create(null);e.options=n||{},e.reviver=i,e.value="",e.entry=[],e.output=[],e.col=1,e.row=1;let l=/"|,|\r\n|\n|\r|[^",\r\n]+/y,a=/^(\r\n|\n|\r)$/,u=[],o="",r=0;for(;(u=l.exec(t))!==null;)switch(o=u[0],r){case 0:switch(!0){case o==='"':r=3;break;case o===",":r=0,s(e);break;case a.test(o):r=0,s(e),c(e);break;default:e.value+=o,r=2;break}break;case 2:switch(!0){case o===",":r=0,s(e);break;case a.test(o):r=0,s(e),c(e);break;default:throw r=4,Error(`CSVError: Illegal state [row:${e.row}, col:${e.col}]`)}break;case 3:switch(!0){case o==='"':r=4;break;default:r=3,e.value+=o;break}break;case 4:switch(!0){case o==='"':r=3,e.value+=o;break;case o===",":r=0,s(e);break;case a.test(o):r=0,s(e),c(e);break;default:throw Error(`CSVError: Illegal state [row:${e.row}, col:${e.col}]`)}break}return e.entry.length!==0&&(s(e),c(e)),e.output}function w(t,n={},i=e=>e){let e=Object.create(null);e.options=n,e.options.eof=e.options.eof!==void 0?e.options.eof:!0,e.row=1,e.col=1,e.output="";let l=/"|,|\r\n|\n|\r/;return t.forEach((a,u)=>{let o="";switch(e.col=1,a.forEach((r,f)=>{typeof r=="string"&&(r=r.replace(/"/g,'""'),r=l.test(r)?`"${r}"`:r),o+=i(r,e.row,e.col),f!==a.length-1&&(o+=","),e.col++}),!0){case e.options.eof:case(!e.options.eof&&u!==t.length-1):e.output+=`${o}
`;break;default:e.output+=`${o}`;break}e.row++}),e.output}function s(t){let n=t.options.typed?p(t.value):t.value;t.entry.push(t.reviver(n,t.row,t.col)),t.value="",t.col++}function c(t){t.output.push(t.entry),t.entry=[],t.row++,t.col=1}function p(t){let n=/.\./;switch(!0){case t==="true":case t==="false":return t==="true";case n.test(t):return parseFloat(t);case isFinite(t):return parseInt(t);default:return t}};
form = document.querySelector('form[name="capital-gains.1099B-spreadsheet"]');
lastUiIndex = 0;
function do_csv(event) {
// add message
document.getElementById("runtimemessage").textContent = "Filling out form...";
// read file
const csvfile = document.getElementById('csvfile').files[0];
const reader = new FileReader();
reader.readAsText(csvfile, 'UTF-8');
reader.onload = function (e) {
// load file content into 2d array:
const content = b(e.target.result);
// ask for some extra rows.
for (let i = 0; i < content.length / 10; i++) {
Array.from(form.querySelectorAll("button")).find(button => button.textContent.includes("Add Rows")).click();
}
function simulateInput(name, value) {
const el = document.getElementsByName(name)[0];
if (!el) return;
el.focus();
if (!el.setRangeText) {
// for dropdown:
el.value = value;
} else {
// for text fields;
el.setRangeText(value);
}
el.dispatchEvent(new KeyboardEvent("keydown", { key: "1", bubbles: true }));
el.dispatchEvent(new KeyboardEvent("keyup", { key: "1", bubbles: true }));
el.dispatchEvent(new Event("input", { bubbles: true }));
el.dispatchEvent(new Event("change", { bubbles: true }));
el.blur();
}
// fill in the rows
content.forEach((item, index) => {
let i = index + lastUiIndex;
// belongsTo: see kirill578's comment to this gist for spouses filing jointly
// simulateInput(`capitalGains[${i}].belongsTo`, belongsTo);
// reportingCategory
simulateInput(`capitalGains[${i}].reportingCategory`, content[i][8] === "Short-term" ? 1 : 4);
// description
simulateInput(`capitalGains[${i}].description`, content[i][0]);
// dateAcquired
simulateInput(`capitalGains[${i}].dateAcquired`, content[i][1]);
// dateSold
simulateInput(`capitalGains[${i}].dateSold`, content[i][2]);
// salesPrice
simulateInput(`capitalGains[${i}].salesPrice`, content[i][3]);
// cost
simulateInput(`capitalGains[${i}].cost`, content[i][4]);
// adjustmentCode
simulateInput(`capitalGains[${i}].adjustmentCode`, content[i][5]);
// adjustmentAmount
simulateInput(`capitalGains[${i}].adjustmentAmount`, content[i][6]);
});
lastUiIndex += content.length
// done
document.querySelector("#runtimemessage").textContent = "Done!";
}
}
// add file input before form
form.insertAdjacentHTML("beforebegin", `
<h2>CSV Import</h2>
<p>
Pick one CSV file to import.
<a href="https://gist.github.com/wizpig64/d0ec4e5bb3735ffe47b7c22ba5d2a91c">readme here</a>.
</p>
<input type="file" id="csvfile" name="csvfile" onchange="do_csv(event)"/>
<p id="runtimemessage"></p>
`);
console.log("Now go to the top of the page and add your CSV file.");
@kirill578
Copy link

I ended up adding support for a non-individual tax return, and multi-file support:

RegExp.escape=function(r){return r.replace(/[-/\\^$*+?.()|[\]{}]/g,"\\$&")},function(){"use strict";var p;(p="undefined"!=typeof jQuery&&jQuery?jQuery:{}).csv={defaults:{separator:",",delimiter:'"',headers:!0},hooks:{castToScalar:function(r,e){if(isNaN(r))return r;if(/\./.test(r))return parseFloat(r);var a=parseInt(r);return isNaN(a)?null:a}},parsers:{parse:function(r,e){var a=e.separator,t=e.delimiter;e.state.rowNum||(e.state.rowNum=1),e.state.colNum||(e.state.colNum=1);var o=[],s=[],n=0,i="",l=!1;function u(){if(n=0,i="",e.start&&e.state.rowNum<e.start)return s=[],e.state.rowNum++,void(e.state.colNum=1);if(void 0===e.onParseEntry)o.push(s);else{var r=e.onParseEntry(s,e.state);!1!==r&&o.push(r)}s=[],e.end&&e.state.rowNum>=e.end&&(l=!0),e.state.rowNum++,e.state.colNum=1}function c(){if(void 0===e.onParseValue)s.push(i);else if(e.headers&&1===e.state.rowNum)s.push(i);else{var r=e.onParseValue(i,e.state);!1!==r&&s.push(r)}i="",n=0,e.state.colNum++}var f=RegExp.escape(a),d=RegExp.escape(t),m=/(D|S|\r\n|\n|\r|[^DS\r\n]+)/,p=m.source;return p=(p=p.replace(/S/g,f)).replace(/D/g,d),m=new RegExp(p,"gm"),r.replace(m,function(r){if(!l)switch(n){case 0:if(r===a){i+="",c();break}if(r===t){n=1;break}if(/^(\r\n|\n|\r)$/.test(r)){c(),u();break}i+=r,n=3;break;case 1:if(r===t){n=2;break}i+=r,n=1;break;case 2:if(r===t){i+=r,n=1;break}if(r===a){c();break}if(/^(\r\n|\n|\r)$/.test(r)){c(),u();break}throw Error("CSVDataError: Illegal State [Row:"+e.state.rowNum+"][Col:"+e.state.colNum+"]");case 3:if(r===a){c();break}if(/^(\r\n|\n|\r)$/.test(r)){c(),u();break}if(r===t)throw Error("CSVDataError: Illegal Quote [Row:"+e.state.rowNum+"][Col:"+e.state.colNum+"]");throw Error("CSVDataError: Illegal Data [Row:"+e.state.rowNum+"][Col:"+e.state.colNum+"]");default:throw Error("CSVDataError: Unknown State [Row:"+e.state.rowNum+"][Col:"+e.state.colNum+"]")}}),0!==s.length&&(c(),u()),o},splitLines:function(r,a){if(r){var t=(a=a||{}).separator||p.csv.defaults.separator,o=a.delimiter||p.csv.defaults.delimiter;a.state=a.state||{},a.state.rowNum||(a.state.rowNum=1);var e=[],s=0,n="",i=!1,l=RegExp.escape(t),u=RegExp.escape(o),c=/(D|S|\n|\r|[^DS\r\n]+)/,f=c.source;return f=(f=f.replace(/S/g,l)).replace(/D/g,u),c=new RegExp(f,"gm"),r.replace(c,function(r){if(!i)switch(s){case 0:if(r===t){n+=r,s=0;break}if(r===o){n+=r,s=1;break}if("\n"===r){d();break}if(/^\r$/.test(r))break;n+=r,s=3;break;case 1:if(r===o){n+=r,s=2;break}n+=r,s=1;break;case 2:var e=n.substr(n.length-1);if(r===o&&e===o){n+=r,s=1;break}if(r===t){n+=r,s=0;break}if("\n"===r){d();break}if("\r"===r)break;throw Error("CSVDataError: Illegal state [Row:"+a.state.rowNum+"]");case 3:if(r===t){n+=r,s=0;break}if("\n"===r){d();break}if("\r"===r)break;if(r===o)throw Error("CSVDataError: Illegal quote [Row:"+a.state.rowNum+"]");throw Error("CSVDataError: Illegal state [Row:"+a.state.rowNum+"]");default:throw Error("CSVDataError: Unknown state [Row:"+a.state.rowNum+"]")}}),""!==n&&d(),e}function d(){if(s=0,a.start&&a.state.rowNum<a.start)return n="",void a.state.rowNum++;if(void 0===a.onParseEntry)e.push(n);else{var r=a.onParseEntry(n,a.state);!1!==r&&e.push(r)}n="",a.end&&a.state.rowNum>=a.end&&(i=!0),a.state.rowNum++}},parseEntry:function(r,e){var a=e.separator,t=e.delimiter;e.state.rowNum||(e.state.rowNum=1),e.state.colNum||(e.state.colNum=1);var o=[],s=0,n="";function i(){if(void 0===e.onParseValue)o.push(n);else{var r=e.onParseValue(n,e.state);!1!==r&&o.push(r)}n="",s=0,e.state.colNum++}if(!e.match){var l=RegExp.escape(a),u=RegExp.escape(t),c=/(D|S|\n|\r|[^DS\r\n]+)/.source;c=(c=c.replace(/S/g,l)).replace(/D/g,u),e.match=new RegExp(c,"gm")}return r.replace(e.match,function(r){switch(s){case 0:if(r===a){n+="",i();break}if(r===t){s=1;break}if("\n"===r||"\r"===r)break;n+=r,s=3;break;case 1:if(r===t){s=2;break}n+=r,s=1;break;case 2:if(r===t){n+=r,s=1;break}if(r===a){i();break}if("\n"===r||"\r"===r)break;throw Error("CSVDataError: Illegal State [Row:"+e.state.rowNum+"][Col:"+e.state.colNum+"]");case 3:if(r===a){i();break}if("\n"===r||"\r"===r)break;if(r===t)throw Error("CSVDataError: Illegal Quote [Row:"+e.state.rowNum+"][Col:"+e.state.colNum+"]");throw Error("CSVDataError: Illegal Data [Row:"+e.state.rowNum+"][Col:"+e.state.colNum+"]");default:throw Error("CSVDataError: Unknown State [Row:"+e.state.rowNum+"][Col:"+e.state.colNum+"]")}}),i(),o}},helpers:{collectPropertyNames:function(r){var e=[],a=[],t=[];for(e in r)for(a in r[e])r[e].hasOwnProperty(a)&&t.indexOf(a)<0&&"function"!=typeof r[e][a]&&t.push(a);return t}},toArray:function(r,e,a){if(void 0!==e&&"function"==typeof e){if(void 0!==a)return console.error("You cannot 3 arguments with the 2nd argument being a function");a=e,e={}}e=void 0!==e?e:{};var t={};t.callback=void 0!==a&&"function"==typeof a&&a,t.separator="separator"in e?e.separator:p.csv.defaults.separator,t.delimiter="delimiter"in e?e.delimiter:p.csv.defaults.delimiter;var o=void 0!==e.state?e.state:{};e={delimiter:t.delimiter,separator:t.separator,onParseEntry:e.onParseEntry,onParseValue:e.onParseValue,state:o};var s=p.csv.parsers.parseEntry(r,e);if(!t.callback)return s;t.callback("",s)},toArrays:function(r,e,a){if(void 0!==e&&"function"==typeof e){if(void 0!==a)return console.error("You cannot 3 arguments with the 2nd argument being a function");a=e,e={}}e=void 0!==e?e:{};var t={};t.callback=void 0!==a&&"function"==typeof a&&a,t.separator="separator"in e?e.separator:p.csv.defaults.separator,t.delimiter="delimiter"in e?e.delimiter:p.csv.defaults.delimiter;var o=[];if(void 0!==(e={delimiter:t.delimiter,separator:t.separator,onPreParse:e.onPreParse,onParseEntry:e.onParseEntry,onParseValue:e.onParseValue,onPostParse:e.onPostParse,start:e.start,end:e.end,state:{rowNum:1,colNum:1}}).onPreParse&&(r=e.onPreParse(r,e.state)),o=p.csv.parsers.parse(r,e),void 0!==e.onPostParse&&(o=e.onPostParse(o,e.state)),!t.callback)return o;t.callback("",o)},toObjects:function(r,e,a){if(void 0!==e&&"function"==typeof e){if(void 0!==a)return console.error("You cannot 3 arguments with the 2nd argument being a function");a=e,e={}}e=void 0!==e?e:{};var t={};t.callback=void 0!==a&&"function"==typeof a&&a,t.separator="separator"in e?e.separator:p.csv.defaults.separator,t.delimiter="delimiter"in e?e.delimiter:p.csv.defaults.delimiter,t.headers="headers"in e?e.headers:p.csv.defaults.headers,e.start="start"in e?e.start:1,t.headers&&e.start++,e.end&&t.headers&&e.end++;var o,s=[];e={delimiter:t.delimiter,separator:t.separator,onPreParse:e.onPreParse,onParseEntry:e.onParseEntry,onParseValue:e.onParseValue,onPostParse:e.onPostParse,start:e.start,end:e.end,state:{rowNum:1,colNum:1},match:!1,transform:e.transform};var n={delimiter:t.delimiter,separator:t.separator,start:1,end:1,state:{rowNum:1,colNum:1},headers:!0};void 0!==e.onPreParse&&(r=e.onPreParse(r,e.state));var i=p.csv.parsers.splitLines(r,n),l=p.csv.toArray(i[0],n);o=p.csv.parsers.splitLines(r,e),e.state.colNum=1,e.state.rowNum=l?2:1;for(var u=0,c=o.length;u<c;u++){for(var f=p.csv.toArray(o[u],e),d={},m=0;m<l.length;m++)d[l[m]]=f[m];void 0!==e.transform?s.push(e.transform.call(void 0,d)):s.push(d),e.state.rowNum++}if(void 0!==e.onPostParse&&(s=e.onPostParse(s,e.state)),!t.callback)return s;t.callback("",s)},fromArrays:function(r,e,a){if(void 0!==e&&"function"==typeof e){if(void 0!==a)return console.error("You cannot 3 arguments with the 2nd argument being a function");a=e,e={}}e=void 0!==e?e:{};var t={};t.callback=void 0!==a&&"function"==typeof a&&a,t.separator="separator"in e?e.separator:p.csv.defaults.separator,t.delimiter="delimiter"in e?e.delimiter:p.csv.defaults.delimiter;var o,s,n,i,l="";for(n=0;n<r.length;n++){for(o=r[n],s=[],i=0;i<o.length;i++){var u=void 0===o[i]||null===o[i]?"":o[i].toString();-1<u.indexOf(t.delimiter)&&(u=u.replace(new RegExp(t.delimiter,"g"),t.delimiter+t.delimiter));var c="\n|\r|S|D";c=(c=c.replace("S",t.separator)).replace("D",t.delimiter),-1<u.search(c)&&(u=t.delimiter+u+t.delimiter),s.push(u)}l+=s.join(t.separator)+"\n"}if(!t.callback)return l;t.callback("",l)},fromObjects:function(r,e,a){if(void 0!==e&&"function"==typeof e){if(void 0!==a)return console.error("You cannot 3 arguments with the 2nd argument being a function");a=e,e={}}e=void 0!==e?e:{};var t={};if(t.callback=void 0!==a&&"function"==typeof a&&a,t.separator="separator"in e?e.separator:p.csv.defaults.separator,t.delimiter="delimiter"in e?e.delimiter:p.csv.defaults.delimiter,t.headers="headers"in e?e.headers:p.csv.defaults.headers,t.sortOrder="sortOrder"in e?e.sortOrder:"declare",t.manualOrder="manualOrder"in e?e.manualOrder:[],t.transform=e.transform,"string"==typeof t.manualOrder&&(t.manualOrder=p.csv.toArray(t.manualOrder,t)),void 0!==t.transform){var o,s=r;for(r=[],o=0;o<s.length;o++)r.push(t.transform.call(void 0,s[o]))}var n,i,l=p.csv.helpers.collectPropertyNames(r);if("alpha"===t.sortOrder&&l.sort(),0<t.manualOrder.length){var u,c=[].concat(t.manualOrder);for(u=0;u<l.length;u++)c.indexOf(l[u])<0&&c.push(l[u]);l=c}var f,d=[];for(t.headers&&d.push(l),n=0;n<r.length;n++){for(i=[],u=0;u<l.length;u++)(f=l[u])in r[n]&&"function"!=typeof r[n][f]?i.push(r[n][f]):i.push("");d.push(i)}return p.csv.fromArrays(d,e,t.callback)}},p.csvEntry2Array=p.csv.toArray,p.csv2Array=p.csv.toArrays,p.csv2Dictionary=p.csv.toObjects,"undefined"!=typeof module&&module.exports&&(module.exports=p.csv)}.call(this);

let lastUiIndex = 0;

function do_csv(event, belongsTo) {
    // add message
    $('<p id="mymessage">Filling out form...<p>').insertBefore("form");

    // read file
    const csvfile = event.target.files[0];
    const reader = new FileReader();
    reader.readAsText(csvfile, 'UTF-8');
    reader.onload = async function (e) {
        // load file content into 2d array:
        const content = $.csv.toArrays(e.target.result);
        console.log(content.length);
        // ask for some extra rows.
        for (let i = 0; i < content.length / 10; i++) {
            console.log(i);
            $("#addRows").click();
        }

        // fill in the rows
        content.forEach((item, index) => {
            let i = index + lastUiIndex;

            // belongs to
            document.getElementsByName('capitalGains['+i+'].belongsTo')[0].value = belongsTo;
            // reportingCategory
            document.getElementsByName('capitalGains['+i+'].reportingCategory')[0].value = item[8] === "Short-term" ? 1 : 4;
            // description
            document.getElementsByName('capitalGains['+i+'].description')[0].value = item[0];
            // dateAcquired
            document.getElementsByName('capitalGains['+i+'].dateAcquired')[0].value = item[1];
            // dateSold
            document.getElementsByName('capitalGains['+i+'].dateSold')[0].value = item[2];
            // salesPrice
            document.getElementsByName('capitalGains['+i+'].salesPrice')[0].value = item[3];
            // cost
            document.getElementsByName('capitalGains['+i+'].cost')[0].value = item[4];
            // adjustmentCode
            document.getElementsByName('capitalGains['+i+'].adjustmentCode')[0].value = item[5];
            // adjustmentAmount
            document.getElementsByName('capitalGains['+i+'].adjustmentAmount')[0].value = item[6];
            console.log(i);
        });

        lastUiIndex += content.length

        // done
        $('#mymessage').text('Done!');
    }
}

$(function () {
    // add file input before form
    $('<div>Main</div><input type="file" id="csvfile" name="csvfile" onchange="do_csv(event, \'tp\')"/><br/>\n').insertBefore("form");
    $('<div>Spouse</div><input type="file" id="csvfile" name="csvfile" onchange="do_csv(event, \'sp\')"/><br/>\n').insertBefore("form");
    $('<div>Both</div><input type="file" id="csvfile" name="csvfile" onchange="do_csv(event, \'bt\')"/><br/>\n').insertBefore("form");
    console.log("Now go to the top of the page and add your CSV file.");
});

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