Reconstruct IRA basis history from tax return PDFs.

Parses IRS Tax Return Transcripts (and other tax return formats) to extract Form 8606 data and rebuild your IRA basis year-by-year. Useful for anyone doing or planning backdoor Roth conversions.

pip install -e ".[dev]"

# Analyze a directory of tax return PDFs
rothos ./my-tax-returns/

# Analyze a single PDF
rothos "2021 tax return.pdf"

# Output as JSON
rothos ./my-tax-returns/ --json

• IRS Tax Return Transcripts — the primary source, includes Form 8606 data when filed

More parsers coming (TurboTax, CPA-prepared returns). The parser system is pluggable — see src/rothos/parsers/ to add your own.

The fixtures/ directory contains synthetic IRS transcript PDFs with fictional data for testing. To regenerate: python scripts/generate_fixtures.py

This tool is for informational and educational purposes only. It does not provide tax, legal, or financial advice. All outputs must be reviewed by a qualified tax professional.