hickeng financial issues

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Repository containing financial spreadsheets

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How to calculate the gains from the sale of AVGO shares?

#157 shashankram closed 6 months ago
3
Why is it recommended to use cost basis $0 instead of the actual cost basis?

#152 MonadicT closed 7 months ago
2
Make spreadsheet compatible with the OpenDocument Spreadsheet Document Format

#151 josb closed 7 months ago
6
V0.1.8 staging

#149 hickeng closed 7 months ago
0
Add a sheet for stocks held in etrade individual account

#147 pushkar00 closed 7 months ago
1
When using per-lot approach, should lots without a cash element be listed on Form8949 at all?

#146 hickeng opened 7 months ago
0
Clarify "Factional share value" dropdown in Summary sheet

#144 shashankram closed 7 months ago
1
What's the significance of the 8937 distribution forms?

#143 shashankram closed 7 months ago
3
Reword basis calculation text for clarity

#142 kevinbuhmann closed 7 months ago
0
Add accounting for Pivotal to VMware stock conversation

#141 ryanconley1 opened 7 months ago
0
Should the basis adjustment be 0 if past special dividend were handled incorrectly?

#140 sahilvv closed 7 months ago
1
Include total cost basis in future / post-merger section to make it easier to report

#138 a1ch3mist closed 7 months ago
0
ESPP 8949 Adjustment(g) shows 0 when display option is set to `cash only`

#137 shashankram closed 7 months ago
7
ESPP Form8949 adjustment cash only option

#136 codernet closed 7 months ago
1
When is the final 1.0 release expected?

#135 shashankram closed 7 months ago
1
Is this the right way to think about the cost basis (it isn't zero) for the cash component?

#134 ps3btc closed 7 months ago
1
Gain (h) shows as `0.00` in Excel and there is a circular reference warning on opening the sheet.

#133 hickeng closed 7 months ago
0
Clarify usage of `Code (f)` in form 8949

#132 shashankram closed 8 months ago
1
Add auto-download for confirmations to docs

#131 hickeng opened 8 months ago
0
Document the expected input format of any DATE value

#130 yahhhya closed 7 months ago
3
change date fields to a format more obvious of dd-mon-year. for example to make 2023-dec-01

#129 a1ch3mist closed 7 months ago
2
usage.md docs - "Share amounts from eTrade column" doesn't exist?

#128 a1ch3mist closed 8 months ago
0
Merge 0.1.7 staging into main

#126 hickeng closed 8 months ago
0
ESPP Pending income calculation for less gain than discount path looks incorrect

#124 hickeng closed 8 months ago
1
Wrong formulae for computing "pureAvgoBasis" in ESPP sheet

#123 alex-ren closed 8 months ago
1
Form 8949 instructions prohibit changing column (d), but your TurboTax instructions say to change it?

#122 cfryanr closed 8 months ago
3
Updates sheet and doc for new upgrade style

#121 hickeng closed 8 months ago
0
Allow selection of Form8949 Proceeds between combined and cash only

#120 hickeng closed 8 months ago
0
"Shares (FMV)” is greater than “AVGO share received"

#119 sreenivasmrpivot closed 7 months ago
5
general way to get input

#118 0guanhua0 opened 8 months ago
0
Incorrect formula for ESPP Pending Ordinary Income (column BB)

#117 kumarsm closed 8 months ago
1
Binary version of 0.1.6 is missing

#116 sreenivasmrpivot closed 8 months ago
1
Fractional share 1099-B doc issue: box number and screenshot mismatch

#115 peterhaochen47 closed 8 months ago
0
eTrade Transaction Log not accessible

#113 xtreme-sameer-vohra opened 8 months ago
0
Revise "Add a row" doc to note that ESPPs need it added in date order or Carry Forward propagation breaks

#112 hickeng closed 8 months ago
0
Cross-row skew reference in RSU Sheet for Post-merger Short Term Gain

#111 hickeng closed 8 months ago
0
Add documentation specific to fraction Form8949

#110 hickeng closed 8 months ago
1
Different Safe Harbor calculations based on 2022 Federal AGI and State Tax paid

#109 jwkimd opened 8 months ago
1
Separate fields for Other Income for Federal only and Federal+State, and separate fields for deductions for Federal and State

#108 jwkimd opened 8 months ago
1
Provide guidance on adding additional RSU rows for missing release dates

#106 shashankram closed 8 months ago
6
Etrade reports some (or all) ESPP lots under "Long term non-covered"

#105 soumyadeep2007 closed 8 months ago
12
Split income from Short Term Capital Gains

#104 hickeng opened 8 months ago
0
Add an AVGO basis for Broker column to ESPP sheet

#102 hickeng closed 8 months ago
0
Update ESPP terms/impact in README to reflect revised understanding

#101 hickeng closed 8 months ago
0
Form 8949 uses column g for cost basis adjustment instead of just entering the correct amount in column e

#100 davewalter closed 8 months ago
8
LT Capital Gain in ESPP tab should exclude Ordinary Income?

#99 inin2626 closed 8 months ago
2
"cashOnly" setting for Form8949 Proceeds does not work

#98 chidov closed 8 months ago
1
Add instructions for fractional share and the shares from etrade column

#97 hickeng closed 8 months ago
0
Include (Total Short Term and Total Long Term Gain/Loss) from 099-CONS MSSB LLC in the workbook Summary Page

#96 sreenivasmrpivot closed 8 months ago
4
Implication for residents of states with no state tax on Summary sheet

#95 sreenivasmrpivot closed 8 months ago
1