hickeng/financial issues and pull requests

#105 - Etrade reports some (or all) ESPP lots under "Long term non-covered"

Issue - State: closed - Opened by soumyadeep2007 8 months ago - 12 comments
Labels: filing, ESPP

#104 - Split income from Short Term Capital Gains

Issue - State: open - Opened by hickeng 8 months ago
Labels: bug, enhancement, filing

#104 - Split income from Short Term Capital Gains

Issue - State: open - Opened by hickeng 8 months ago
Labels: bug, enhancement, filing

#102 - Add an AVGO basis for Broker column to ESPP sheet

Issue - State: closed - Opened by hickeng 8 months ago
Labels: filing, ESPP

#102 - Add an AVGO basis for Broker column to ESPP sheet

Issue - State: closed - Opened by hickeng 8 months ago
Labels: filing, ESPP

#101 - Update ESPP terms/impact in README to reflect revised understanding

Issue - State: closed - Opened by hickeng 8 months ago
Labels: documentation, ESPP

#101 - Update ESPP terms/impact in README to reflect revised understanding

Issue - State: closed - Opened by hickeng 8 months ago
Labels: documentation, ESPP

#100 - Form 8949 uses column g for cost basis adjustment instead of just entering the correct amount in column e

Issue - State: closed - Opened by davewalter 8 months ago - 8 comments
Labels: bug, filing, turbotax

#100 - Form 8949 uses column g for cost basis adjustment instead of just entering the correct amount in column e

Issue - State: closed - Opened by davewalter 8 months ago - 8 comments
Labels: bug, filing, turbotax

#99 - LT Capital Gain in ESPP tab should exclude Ordinary Income?

Issue - State: closed - Opened by inin2626 8 months ago - 2 comments
Labels: bug, ESPP

#98 - "cashOnly" setting for Form8949 Proceeds does not work

Issue - State: closed - Opened by chidov 8 months ago - 1 comment
Labels: enhancement, tweak, filing

#98 - "cashOnly" setting for Form8949 Proceeds does not work

Issue - State: closed - Opened by chidov 8 months ago - 1 comment
Labels: enhancement, tweak, filing

#97 - Add instructions for fractional share and the shares from etrade column

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: documentation

#97 - Add instructions for fractional share and the shares from etrade column

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: documentation

#96 - Include (Total Short Term and Total Long Term Gain/Loss) from 099-CONS MSSB LLC in the workbook Summary Page

Issue - State: closed - Opened by sreenivasmrpivot 8 months ago - 4 comments

#96 - Include (Total Short Term and Total Long Term Gain/Loss) from 099-CONS MSSB LLC in the workbook Summary Page

Issue - State: closed - Opened by sreenivasmrpivot 8 months ago - 4 comments

#95 - Implication for residents of states with no state tax on Summary sheet

Issue - State: closed - Opened by sreenivasmrpivot 8 months ago - 1 comment
Labels: duplicate

#95 - Implication for residents of states with no state tax on Summary sheet

Issue - State: closed - Opened by sreenivasmrpivot 8 months ago - 1 comment
Labels: duplicate

#94 - Reference for Future Sale: AVGO tax basis

Issue - State: closed - Opened by kushwiz 8 months ago - 6 comments

#94 - Reference for Future Sale: AVGO tax basis

Issue - State: closed - Opened by kushwiz 8 months ago - 6 comments

#92 - V0.1.5 staging

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: bug, documentation, data

#92 - V0.1.5 staging

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: bug, documentation, data

#91 - Determine the specific meaning and use of the number next to `ESPPD` in W2 Box 14 Other

Issue - State: open - Opened by hickeng 8 months ago - 4 comments
Labels: question, filing, ESPP

#91 - Determine the specific meaning and use of the number next to `ESPPD` in W2 Box 14 Other

Issue - State: open - Opened by hickeng 8 months ago - 4 comments
Labels: question, filing, ESPP

#90 - Figure out specifically how to report ESPP imputed income

Issue - State: open - Opened by hickeng 8 months ago - 5 comments
Labels: good first issue, filing, ESPP

#90 - Figure out specifically how to report ESPP imputed income

Issue - State: open - Opened by hickeng 8 months ago - 5 comments
Labels: good first issue, filing, ESPP

#89 - AVGO Shares received is missing in Summary sheet A32/B32

Issue - State: closed - Opened by sreenivasmrpivot 8 months ago - 2 comments
Labels: duplicate

#89 - AVGO Shares received is missing in Summary sheet A32/B32

Issue - State: closed - Opened by sreenivasmrpivot 8 months ago - 2 comments
Labels: duplicate

#88 - Validations instructions mentions "AVGO shares received" that isn't present in 0.1.4 GDocs spreadsheet

Issue - State: closed - Opened by MikeTheCanuck 8 months ago

#88 - Validations instructions mentions "AVGO shares received" that isn't present in 0.1.4 GDocs spreadsheet

Issue - State: closed - Opened by MikeTheCanuck 8 months ago

#87 - Incorrect calcuation for RSU and ESPP lot

Issue - State: closed - Opened by winkingturtle-vmw 8 months ago - 1 comment
Labels: question

#87 - Incorrect calcuation for RSU and ESPP lot

Issue - State: closed - Opened by winkingturtle-vmw 8 months ago - 1 comment
Labels: question

#86 - Figure out whether there's symmetric handling for basis adjustment of qualified shares by the imputed income part

Issue - State: closed - Opened by hickeng 8 months ago - 1 comment
Labels: question, cpa, ESPP

#86 - Figure out whether there's symmetric handling for basis adjustment of qualified shares by the imputed income part

Issue - State: closed - Opened by hickeng 8 months ago - 1 comment
Labels: question, cpa, ESPP

#85 - Deduct realized imputed income from pending taxable income after realization

Issue - State: open - Opened by hickeng 8 months ago
Labels: bug

#85 - Deduct realized imputed income from pending taxable income after realization

Issue - State: open - Opened by hickeng 8 months ago
Labels: bug

#84 - Update 2021 return of captial to 1099-div value of 16.58

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: bug

#84 - Update 2021 return of captial to 1099-div value of 16.58

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: bug

#83 - Return of Captial amount for 2021 distribution was altered after the fact - there's an earlier Form 8937 with a different value

Issue - State: open - Opened by hickeng 8 months ago - 2 comments
Labels: question, urgent, tweak, cpa

#83 - Return of Captial amount for 2021 distribution was altered after the fact - there's an earlier Form 8937 with a different value

Issue - State: open - Opened by hickeng 8 months ago - 2 comments
Labels: question, urgent, tweak, cpa

#82 - Add the other eTrade tax strategies that could have been selected

Issue - State: open - Opened by hickeng 8 months ago
Labels: tweak, solver

#82 - Add the other eTrade tax strategies that could have been selected

Issue - State: open - Opened by hickeng 8 months ago
Labels: tweak, solver

#81 - Fix failure to add Other LTG into tax estimate

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: bug

#81 - Fix failure to add Other LTG into tax estimate

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: bug

#80 - Long term capital gains calculation on reference sheet does not include Other Capital Gain (Long) value

Issue - State: closed - Opened by jwkimd 8 months ago - 1 comment
Labels: bug

#80 - Long term capital gains calculation on reference sheet does not include Other Capital Gain (Long) value

Issue - State: closed - Opened by jwkimd 8 months ago - 1 comment
Labels: bug

#79 - If fractional share selected for very first lot, divide-by-zero error occurs when running lot optimization (VMW)

Issue - State: closed - Opened by SteveDeJarnett 8 months ago - 5 comments
Labels: bug, solver

#79 - If fractional share selected for very first lot, divide-by-zero error occurs when running lot optimization (VMW)

Issue - State: closed - Opened by SteveDeJarnett 8 months ago - 5 comments
Labels: bug, solver

#78 - Fix potential capital gain calculation for fractional share lot

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: bug

#78 - Fix potential capital gain calculation for fractional share lot

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: bug

#76 - Move instructions into repo from sheet

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: documentation, user experience

#76 - Move instructions into repo from sheet

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: documentation, user experience

#74 - Figure out how to get an automatic latest tag to avoid needing to update links

Issue - State: open - Opened by hickeng 8 months ago
Labels: meta

#74 - Figure out how to get an automatic latest tag to avoid needing to update links

Issue - State: open - Opened by hickeng 8 months ago
Labels: meta

#72 - Export AppScript files along with Sheet contents

Issue - State: open - Opened by hickeng 8 months ago
Labels: enhancement, serialization

#72 - Export AppScript files along with Sheet contents

Issue - State: open - Opened by hickeng 8 months ago
Labels: enhancement, serialization

#71 - Documentation improvements and Getting Started guide

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: documentation, user experience, meta

#71 - Documentation improvements and Getting Started guide

Pull Request - State: closed - Opened by hickeng 8 months ago
Labels: documentation, user experience, meta

#70 - Bug in equation for RSU: Potential Capital Gain (AVGO) calculation

Issue - State: closed - Opened by kschmidt1972 8 months ago - 1 comment
Labels: bug

#70 - Bug in equation for RSU: Potential Capital Gain (AVGO) calculation

Issue - State: closed - Opened by kschmidt1972 8 months ago - 1 comment
Labels: bug

#69 - open a question issue for what info a CPA needs for a consolidated filing packet

Issue - State: closed - Opened by hickeng 8 months ago
Labels: user experience, filing, cpa

#69 - open a question issue for what info a CPA needs for a consolidated filing packet

Issue - State: closed - Opened by hickeng 8 months ago
Labels: user experience, filing, cpa

#68 - Add known problem - some users do not have lot information from eTrade even in the 1099

Issue - State: open - Opened by hickeng 8 months ago
Labels: documentation, data

#68 - Add known problem - some users do not have lot information from eTrade even in the 1099

Issue - State: open - Opened by hickeng 8 months ago
Labels: documentation, data

#67 - Form 8949 and data collection documentation

Pull Request - State: closed - Opened by hickeng 9 months ago
Labels: enhancement, user experience, filing

#67 - Form 8949 and data collection documentation

Pull Request - State: closed - Opened by hickeng 9 months ago
Labels: enhancement, user experience, filing

#66 - Using per-lot cash/stock election it's possible to have capital loss at a lot level which needs to be accounted for

Issue - State: open - Opened by hickeng 9 months ago - 1 comment
Labels: bug, question, cpa, solver

#66 - Using per-lot cash/stock election it's possible to have capital loss at a lot level which needs to be accounted for

Issue - State: open - Opened by hickeng 9 months ago - 1 comment
Labels: bug, question, cpa, solver

GitHub / hickeng/financial issues and pull requests