Ecosyste.ms: Issues

An open API service for providing issue and pull request metadata for open source projects.

GitHub / hickeng/financial issues and pull requests

#49 - Refinement of per-lot selection to consider factors in addition to adj basis

Issue - State: closed - Opened by hickeng 9 months ago - 2 comments
Labels: enhancement, tweak, solver

#49 - Refinement of per-lot selection to consider factors in addition to adj basis

Issue - State: closed - Opened by hickeng 9 months ago - 2 comments
Labels: enhancement, tweak, solver

#48 - Add structured collection of the known problems

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

#48 - Add structured collection of the known problems

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

#47 - Filter view or similar to hide rows that have zeros in important columns

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement, user experience, solver

#47 - Filter view or similar to hide rows that have zeros in important columns

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement, user experience, solver

#46 - Add/Create Doc for Users to Provide to CPA for Tax Prep

Issue - State: closed - Opened by ryanconley1 9 months ago - 1 comment
Labels: documentation, help wanted, cpa, meta

#46 - Add/Create Doc for Users to Provide to CPA for Tax Prep

Issue - State: closed - Opened by ryanconley1 9 months ago - 1 comment
Labels: documentation, help wanted, cpa, meta

#45 - What's the exact ratio for cash/stock conversion across the entire merge transaction

Issue - State: open - Opened by hickeng 9 months ago - 2 comments
Labels: help wanted, question, tweak

#45 - What's the exact ratio for cash/stock conversion across the entire merge transaction

Issue - State: open - Opened by hickeng 9 months ago - 2 comments
Labels: help wanted, question, tweak

#44 - Repo organisation

Issue - State: open - Opened by hickeng 9 months ago
Labels: documentation, user experience

#44 - Repo organisation

Issue - State: open - Opened by hickeng 9 months ago
Labels: documentation, user experience

#43 - Were ESPP "sold" incurring ordinary income?

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: question, cpa, ESPP

#43 - Were ESPP "sold" incurring ordinary income?

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: question, cpa, ESPP

#42 - Move instructions from spreadsheet to repo

Issue - State: closed - Opened by hickeng 9 months ago
Labels: documentation, user experience

#42 - Move instructions from spreadsheet to repo

Issue - State: closed - Opened by hickeng 9 months ago
Labels: documentation, user experience

#40 - Add Project and Milestones

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: user experience, meta

#40 - Add Project and Milestones

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: user experience, meta

#38 - Add inputs to datagrids for 1099B values

Issue - State: closed - Opened by hickeng 9 months ago
Labels: data

#38 - Add inputs to datagrids for 1099B values

Issue - State: closed - Opened by hickeng 9 months ago
Labels: data

#37 - Investigate Named Ranges to avoid large deltas when inserting cells in Summary

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement, serialization

#37 - Investigate Named Ranges to avoid large deltas when inserting cells in Summary

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement, serialization

#36 - save to a subdir with the Sheet name to allow for multiple in-flight sheet versions

Issue - State: open - Opened by hickeng 9 months ago
Labels: user experience

#36 - save to a subdir with the Sheet name to allow for multiple in-flight sheet versions

Issue - State: open - Opened by hickeng 9 months ago
Labels: user experience

#35 - serialize input data independent of sheet

Issue - State: open - Opened by hickeng 9 months ago - 1 comment
Labels: enhancement, user experience, serialization

#35 - serialize input data independent of sheet

Issue - State: open - Opened by hickeng 9 months ago - 1 comment
Labels: enhancement, user experience, serialization

#34 - add developer metadata to record selected folder for saving a given sheet

Issue - State: open - Opened by hickeng 9 months ago
Labels: user experience

#34 - add developer metadata to record selected folder for saving a given sheet

Issue - State: open - Opened by hickeng 9 months ago
Labels: user experience

#32 - Add vest date data (aggregation of all pending requests)

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement, help wanted, data

#32 - Add vest date data (aggregation of all pending requests)

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement, help wanted, data

#31 - Make lack of necessary inputs on Summary an alert/obvious error

Issue - State: open - Opened by hickeng 9 months ago
Labels: user experience

#31 - Make lack of necessary inputs on Summary an alert/obvious error

Issue - State: open - Opened by hickeng 9 months ago
Labels: user experience

#30 - Fix import of sheet into google loosing the checkbox for fractional share selection

Issue - State: open - Opened by hickeng 9 months ago
Labels: bug, user experience

#30 - Fix import of sheet into google loosing the checkbox for fractional share selection

Issue - State: open - Opened by hickeng 9 months ago
Labels: bug, user experience

#29 - Make sheet compatible with Excel

Issue - State: open - Opened by hickeng 9 months ago - 2 comments
Labels: enhancement

#29 - Make sheet compatible with Excel

Issue - State: open - Opened by hickeng 9 months ago - 2 comments
Labels: enhancement

#28 - Add a column for cash consideration derived from the manual share entries

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: enhancement, tweak

#28 - Add a column for cash consideration derived from the manual share entries

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: enhancement, tweak

#26 - f8937 repeatedly stresses a particular calc "for gain (but not loss)" - figure out why

Issue - State: open - Opened by hickeng 9 months ago
Labels: question, cpa

#26 - f8937 repeatedly stresses a particular calc "for gain (but not loss)" - figure out why

Issue - State: open - Opened by hickeng 9 months ago
Labels: question, cpa

#25 - Add a toggle to display full lot values vs per-share values

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement, tweak

#25 - Add a toggle to display full lot values vs per-share values

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement, tweak

#24 - Find a better way to capture diffs of sheet changes so changes are actually browsable

Issue - State: closed - Opened by hickeng 9 months ago - 2 comments
Labels: enhancement, urgent, serialization

#24 - Find a better way to capture diffs of sheet changes so changes are actually browsable

Issue - State: closed - Opened by hickeng 9 months ago - 2 comments
Labels: enhancement, urgent, serialization

#22 - Deductions were not being deducted in tax estimate

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: bug, deduction

#22 - Deductions were not being deducted in tax estimate

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: bug, deduction

#21 - Incorrect value in ESPP Grant Date for final ESPP purchase by $0.01

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: bug, ESPP

#20 - Support states other than California for tax estimation

Issue - State: open - Opened by hickeng 9 months ago - 1 comment
Labels: enhancement

#19 - Federal LTG tax rate reference should be the active value not the max value

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: bug, long term gain

#18 - Add California standard deductions

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement, deduction

#17 - W2 Box 1 income already has pre-tax contributions to HSA and 401k removed

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: bug, deduction

#16 - Incorrect ESPP pending ordinary income for disqualifying lots

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: bug, ESPP

#15 - Revisit ESPP basis calc given ESPP basis is dependent on the amount reported as income

Issue - State: closed - Opened by hickeng 9 months ago - 14 comments
Labels: bug, question, cpa, ESPP

#14 - Determine what FMV of VMW was used and consequences of variance

Issue - State: open - Opened by hickeng 9 months ago
Labels: question, cpa

#13 - Determine parameters around legitimacy of opting out of the pro-rata approach

Issue - State: open - Opened by hickeng 9 months ago - 10 comments
Labels: question, cpa, solver

#12 - Determine impact of eTrade selling fraction for a value not that defined in the f8937

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

#11 - Determine when the acquisition happened and therefore what FMV options are present

Issue - State: closed - Opened by hickeng 9 months ago - 3 comments
Labels: enhancement, question, cpa

#10 - Add option to switch between pro-rata share conversion and specific share identification

Issue - State: closed - Opened by hickeng 9 months ago - 1 comment
Labels: enhancement, tweak, solver

#9 - Addition of RSU vest dates should not impede migration to new sheet versions

Issue - State: closed - Opened by hickeng 9 months ago - 6 comments
Labels: enhancement

#8 - Reconcile eTrade supplement and 1099 against sheet

Issue - State: closed - Opened by hickeng 9 months ago - 4 comments
Labels: question

#7 - Add calculation for holder of VMW granted by way of Dell shares during spin-out

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement

#6 - Support recording sales from pre-2023

Issue - State: open - Opened by hickeng 9 months ago - 1 comment
Labels: enhancement

#5 - Support adding fee and cost information

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement

#4 - Support shares sold in 2023 prior to acquisition

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement

#3 - Validate Long Term Capital Gains estimate

Issue - State: open - Opened by hickeng 9 months ago
Labels: question, cpa, long term gain

#2 - Add federal AMT calculation to tax estimate

Issue - State: open - Opened by hickeng 9 months ago
Labels: enhancement

#1 - Consolidated report sheet specifically structured for Form 8949 (what we've got to file with taxes that 1099B should feed into)

Issue - State: closed - Opened by hickeng 9 months ago - 7 comments
Labels: enhancement, user experience, filing