hickeng / financial

Repository containing financial spreadsheets
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Add/Create Doc for Users to Provide to CPA for Tax Prep #46

Closed ryanconley1 closed 8 months ago

ryanconley1 commented 9 months ago

Myself and many users struggle with grasping the full complicated scope of filing our 2023 taxes. We need to create a concise doc for users to read, understand, and hand off to their preferred CPA to articulate for navigating an individual's tax scenarios.

My suggestion is to crowdsource this doc.

Example 1: Listing the problem statements. For example: ETrade incorrectly treated the VMW to AVGO as a dividend ETrade incorrectly taxed Non-Resident Aliens through dividend taxes ETrade incorrectly provided cost basis ETrade provided 1099 & 1099B's are incorrect *Dell distributions in 2018 and 2021 impact on one's cost basis

Example 2: Providing steps to guide CPA's Summary for user-completed "VMW_to_AVGO_ESPP_and_RSU" sheet and provide Summary for how to decide if one is impacted by 2018 or 2021 Dell Distributions, impacting cost-basis Summary of how to calculate cost basis in lieu of etrade's failures

hickeng commented 9 months ago

The structural parts of this fall into #44 - just getting the correct pages in place and coherently linked/navigable.