hickeng financial issues

hickeng / financial

Repository containing financial spreadsheets

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Reference for Future Sale: AVGO tax basis

#94 kushwiz closed 8 months ago
6
V0.1.5 staging

#92 hickeng closed 8 months ago
0
Determine the specific meaning and use of the number next to `ESPPD` in W2 Box 14 Other

#91 hickeng opened 8 months ago
4
Figure out specifically how to report ESPP imputed income

#90 hickeng opened 8 months ago
5
AVGO Shares received is missing in Summary sheet A32/B32

#89 sreenivasmrpivot closed 8 months ago
2
Validations instructions mentions "AVGO shares received" that isn't present in 0.1.4 GDocs spreadsheet

#88 MikeTheCanuck closed 8 months ago
0
Incorrect calcuation for RSU and ESPP lot

#87 winkingturtle-vmw closed 8 months ago
1
Figure out whether there's symmetric handling for basis adjustment of qualified shares by the imputed income part

#86 hickeng closed 8 months ago
1
Deduct realized imputed income from pending taxable income after realization

#85 hickeng opened 8 months ago
0
Update 2021 return of captial to 1099-div value of 16.58

#84 hickeng closed 8 months ago
0
Return of Captial amount for 2021 distribution was altered after the fact - there's an earlier Form 8937 with a different value

#83 hickeng opened 8 months ago
2
Add the other eTrade tax strategies that could have been selected

#82 hickeng opened 8 months ago
0
Fix failure to add Other LTG into tax estimate

#81 hickeng closed 8 months ago
0
Long term capital gains calculation on reference sheet does not include Other Capital Gain (Long) value

#80 jwkimd closed 8 months ago
1
If fractional share selected for very first lot, divide-by-zero error occurs when running lot optimization (VMW)

#79 SteveDeJarnett closed 8 months ago
5
Fix potential capital gain calculation for fractional share lot

#78 hickeng closed 8 months ago
0
Move instructions into repo from sheet

#76 hickeng closed 8 months ago
0
Figure out how to get an automatic latest tag to avoid needing to update links

#74 hickeng opened 8 months ago
0
Export AppScript files along with Sheet contents

#72 hickeng opened 8 months ago
0
Documentation improvements and Getting Started guide

#71 hickeng closed 8 months ago
0
Bug in equation for RSU: Potential Capital Gain (AVGO) calculation

#70 kschmidt1972 closed 8 months ago
1
open a question issue for what info a CPA needs for a consolidated filing packet

#69 hickeng closed 8 months ago
0
Add known problem - some users do not have lot information from eTrade even in the 1099

#68 hickeng opened 8 months ago
0
Form 8949 and data collection documentation

#67 hickeng closed 8 months ago
0
Using per-lot cash/stock election it's possible to have capital loss at a lot level which needs to be accounted for

#66 hickeng opened 9 months ago
1
Solver uses values from Summary for number of shares to assign to cash/stock

#65 hickeng closed 9 months ago
0
Solver is using hardcoded target for shares instead of live value

#64 hickeng closed 9 months ago
0
Add Acquired Qty of AVGO into input validation

#63 hickeng closed 8 months ago
1
Add instructions for fractional share and the "Shares from eTrade" column

#62 hickeng closed 8 months ago
0
Info for `eTrade per-lot AVGO quantities` in Usage Doc

#61 ridizy closed 8 months ago
1
Add Merger & Acquisition agreement into repo along with FAQ

#60 hickeng closed 8 months ago
1
Import 1099-B data

#59 hickeng opened 9 months ago
1
Add sanitization function

#58 hickeng opened 9 months ago
0
1099-B has non-zero dollar values in fields other than Proceeds and Gain/(Loss) Amount

#57 hickeng opened 9 months ago
0
55 import of v12 has issues with the use for fraction column

#56 hickeng closed 9 months ago
0
Import of v1.2 has issues with the Use for Fraction column

#55 dbbaskette closed 9 months ago
1
CPA validation of the per-lot calculations

#54 hickeng opened 9 months ago
0
instructions specific for entering generated values into TurboTax to get it to generate correct f8949.

#53 hickeng closed 8 months ago
17
Tracking issue importing into TurboTax

#52 hickeng opened 9 months ago
1
Refines the per lot requirement option

#51 hickeng closed 9 months ago
0
Fix readme typo

#50 erjanmx closed 9 months ago
0
Refinement of per-lot selection to consider factors in addition to adj basis

#49 hickeng closed 9 months ago
2
Add structured collection of the known problems

#48 hickeng closed 9 months ago
0
Filter view or similar to hide rows that have zeros in important columns

#47 hickeng opened 9 months ago
0
Add/Create Doc for Users to Provide to CPA for Tax Prep

#46 ryanconley1 closed 8 months ago
1
What's the exact ratio for cash/stock conversion across the entire merge transaction

#45 hickeng opened 9 months ago
2
Repo organisation

#44 hickeng opened 9 months ago
0
Were ESPP "sold" incurring ordinary income?

#43 hickeng closed 8 months ago
1
Move instructions from spreadsheet to repo

#42 hickeng closed 8 months ago
0
Read section 368(a)(1)(A) and determine what the "reorganization" qualification implies

#41 hickeng opened 9 months ago
0

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