Capital gains calculator.
This transforms transaction histories into a format suitable for IRS form 8949, taking care of wash sale adjustments.
Note: The logic is ignorant of share type, and cannot account for e.g. bargain elements for ESPP, ISO, and NSO. You must enter the appropriate cost basis depending on your situation, e.g. the fair market value on exercise date for ESPP disqualifying dispositions.
See also nkouevda/estimated-taxes.
pip install capital-gains
Or:
brew install nkouevda/nkouevda/capital-gains
usage: capital-gains [<options>] [--] <input file>
Capital gains calculator
optional arguments:
-h, --help show this help message and exit
-d <n>, --decimal-places <n>
round $ to <n> decimal places; default: 0
-s <n>, --shares-decimal-places <n>
round shares to <n> decimal places; default: 0
-t, --totals output totals
-v, --verbose verbose output
-V, --version show program's version number and exit
-w, --wash-sales, --no-wash-sales
identify wash sales and adjust cost basis; default: True
See input/example.csv.
Each entry has the following format:
date,symbol,name,shares,price,fee
Buys have positive shares; sells have negative shares. price and fee are
always positive. fee and name are optional. A sell without a name will
sell all open lots FIFO; a sell with a name will only sell lots with the same
name. Thus name can be used to specify sell orders other than FIFO.
capital-gains -t input/example.csv > output/example.txt
- STCG vs. LTCG