SuperTaxAgent

What SuperTaxAgent is
SuperTaxAgent is a free, open-source tool for preparing US federal tax returns inside Claude Code. It supports the 2025 tax year for filing in 2026 and can complete an official IRS Form 1040 PDF for printing and mailing. The software reads W-2, 1099-B, 1099-DIV, 1099-INT, 1099-DA, and 1099-MISC documents from PDFs or images, identifying their types automatically. It calculates income, adjusted gross income, deductions, tax brackets, credits such as CTC and EIC, and the refund or amount owed, mapping results to Form 1040 lines. Skills cover RSUs and ESPP, rental income, wash sales, and cryptocurrency subjects including cost basis, staking, and DeFi. Users can compare results with a TurboTax PDF and submit reviewed, anonymized rule fixes. Profiles and calculations remain locally, and imported PDFs are not uploaded. It runs on Linux, macOS, and Windows under Apache License 2.0.
Who it suits
It is intended for individuals preparing their own US federal returns. It fits users comfortable working in Claude Code and handling filing themselves.
What it does well
- Free and open source under Apache License 2.0
- Reads multiple tax documents from PDFs or images
- Fills an official Form 1040 PDF
- Covers rental, investment, and cryptocurrency topics
- Keeps profiles and calculations locally
What to know first
- No state returns
- No e-filing
- No AMT calculation
- No Schedule C support
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free | Open-source; US federal returns; 2025 tax year; no state returns or e-filing; Form 1040, Schedule B, Schedule D, and Form 8949 | Free |
As github.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
SuperTaxAgent provides a local, document-driven workflow for 2025 federal returns. Its free price and broad topic skills are balanced by significant filing limitations.
Facts from SuperTaxAgent's own pages
- Calculations
- It calculates income, AGI, deductions, tax brackets, credits including CTC and EIC, and refund or amount owed, mapping results to Form 1040 lines. · github.com, 12 Oct 2026
- Comparison and contributions
- Users can compare its return with a TurboTax PDF, classify discrepancies, generate skill fixes, and submit anonymized rule improvements as a GitHub pull request. · github.com, 12 Oct 2026
- Document import
- It parses W-2, 1099-B, 1099-DIV, 1099-INT, 1099-DA, and 1099-MISC documents from PDFs or images and auto-detects the document type. · github.com, 12 Oct 2026
- Free plan
- Yes · github.com, 22 Sept 2026
- Improvement data
- The project says self-evolution pull requests contain only anonymized rule fixes without personally identifiable information and require explicit user review. · github.com, 12 Oct 2026
- Intended users
- The project describes itself as software for individuals preparing their own tax returns and says it is intended for self-preparation. · github.com, 12 Oct 2026
- Investment income
- Yes · github.com, 22 Sept 2026
- License
- The project is licensed under Apache License 2.0 and permits free personal and commercial use, modification, and distribution with attribution requirements. · github.com, 12 Oct 2026
- Limits
- The README lists no state returns, no e-filing, no AMT calculation, and no Schedule C support; it says Schedule C is coming soon. · github.com, 12 Oct 2026
- Privacy
- The project says tax profiles and calculations stay locally in a gitignored data directory and imported PDFs are never uploaded. · github.com, 12 Oct 2026
- Purpose
- SuperTaxAgent is an open-source AI-powered tool for preparing US federal tax returns inside Claude Code. · github.com, 12 Oct 2026
- Rental income
- Yes · github.com, 22 Sept 2026
- Return output
- It can fill an official IRS Form 1040 PDF that is ready to print and mail. · github.com, 12 Oct 2026
- Self-employment support
- No · github.com, 22 Sept 2026
- State filing
- none · github.com, 22 Sept 2026
- Support
- The maker lists an email address for collaboration, bug reports that users do not want to make public, and general contact. · github.com, 12 Oct 2026
- Supported year
- The README specifies the 2025 tax year for filing in 2026, with year-specific brackets, credits, and standard deduction amounts. · github.com, 12 Oct 2026
- Tax topics
- Its domain skills cover RSUs and ESPP, rental income, wash sales, and cryptocurrency topics including cost basis, staking, and DeFi. · github.com, 12 Oct 2026
Where SuperTaxAgent stands on Freedom251
- Tax Software#62 of 149
- Personal Tax Software#70 of 123