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hickeng
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financial
Repository containing financial spreadsheets
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121
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24
hickeng/financial Issues
How to calculate the gains from the sale of AVGO shares?
Closed
2 months ago
Comments count
3
Add accounting for Pivotal to VMware stock conversation
Updated
4 months ago
Make spreadsheet compatible with the OpenDocument Spreadsheet Document Format
Closed
4 months ago
Comments count
6
Why is it recommended to use cost basis $0 instead of the actual cost basis?
Closed
4 months ago
Comments count
2
change date fields to a format more obvious of dd-mon-year. for example to make 2023-dec-01
Closed
4 months ago
Comments count
2
ESPP Form8949 adjustment cash only option
Closed
4 months ago
Comments count
1
Include total cost basis in future / post-merger section to make it easier to report
Closed
4 months ago
Document the expected input format of any DATE value
Closed
4 months ago
Comments count
3
Gain (h) shows as `0.00` in Excel and there is a circular reference warning on opening the sheet.
Closed
4 months ago
Clarify "Factional share value" dropdown in Summary sheet
Closed
4 months ago
Comments count
1
Add a sheet for stocks held in etrade individual account
Closed
4 months ago
Comments count
1
Figure out specifically how to report ESPP imputed income
Updated
4 months ago
Comments count
5
ESPP 8949 Adjustment(g) shows 0 when display option is set to `cash only`
Closed
4 months ago
Comments count
7
When using per-lot approach, should lots without a cash element be listed on Form8949 at all?
Updated
4 months ago
What's the significance of the 8937 distribution forms?
Closed
4 months ago
Comments count
3
"Shares (FMV)” is greater than “AVGO share received"
Closed
4 months ago
Comments count
5
When is the final 1.0 release expected?
Closed
4 months ago
Comments count
1
Is this the right way to think about the cost basis (it isn't zero) for the cash component?
Closed
4 months ago
Comments count
1
Should the basis adjustment be 0 if past special dividend were handled incorrectly?
Closed
4 months ago
Comments count
1
Clarify usage of `Code (f)` in form 8949
Closed
4 months ago
Comments count
1
usage.md docs - "Share amounts from eTrade column" doesn't exist?
Closed
4 months ago
Add auto-download for confirmations to docs
Updated
4 months ago
Form 8949 instructions prohibit changing column (d), but your TurboTax instructions say to change it?
Closed
4 months ago
Comments count
3
ESPP Pending income calculation for less gain than discount path looks incorrect
Closed
4 months ago
Comments count
1
Update ESPP terms/impact in README to reflect revised understanding
Closed
4 months ago
Revise "Add a row" doc to note that ESPPs need it added in date order or Carry Forward propagation breaks
Closed
4 months ago
Add documentation specific to fraction Form8949
Closed
4 months ago
Comments count
1
"cashOnly" setting for Form8949 Proceeds does not work
Closed
4 months ago
Comments count
1
Wrong formulae for computing "pureAvgoBasis" in ESPP sheet
Closed
4 months ago
Comments count
1
Form 8949 uses column g for cost basis adjustment instead of just entering the correct amount in column e
Closed
4 months ago
Comments count
8
Provide guidance on adding additional RSU rows for missing release dates
Closed
4 months ago
Comments count
6
Incorrect formula for ESPP Pending Ordinary Income (column BB)
Closed
4 months ago
Comments count
1
Fractional share 1099-B doc issue: box number and screenshot mismatch
Closed
4 months ago
Binary version of 0.1.6 is missing
Closed
4 months ago
Comments count
1
Etrade reports some (or all) ESPP lots under "Long term non-covered"
Closed
4 months ago
Comments count
12
eTrade Transaction Log not accessible
Updated
4 months ago
Separate fields for Other Income for Federal only and Federal+State, and separate fields for deductions for Federal and State
Updated
4 months ago
Comments count
1
Different Safe Harbor calculations based on 2022 Federal AGI and State Tax paid
Updated
4 months ago
Comments count
1
Cross-row skew reference in RSU Sheet for Post-merger Short Term Gain
Closed
4 months ago
Determine the specific meaning and use of the number next to `ESPPD` in W2 Box 14 Other
Updated
4 months ago
Comments count
4
Add an AVGO basis for Broker column to ESPP sheet
Closed
4 months ago
Reference for Future Sale: AVGO tax basis
Closed
4 months ago
Comments count
6
Include (Total Short Term and Total Long Term Gain/Loss) from 099-CONS MSSB LLC in the workbook Summary Page
Closed
4 months ago
Comments count
4
LT Capital Gain in ESPP tab should exclude Ordinary Income?
Closed
4 months ago
Comments count
2
Split income from Short Term Capital Gains
Updated
4 months ago
Implication for residents of states with no state tax on Summary sheet
Closed
4 months ago
Comments count
1
Figure out whether there's symmetric handling for basis adjustment of qualified shares by the imputed income part
Closed
4 months ago
Comments count
1
Incorrect calcuation for RSU and ESPP lot
Closed
5 months ago
Comments count
1
AVGO Shares received is missing in Summary sheet A32/B32
Closed
5 months ago
Comments count
2
Validations instructions mentions "AVGO shares received" that isn't present in 0.1.4 GDocs spreadsheet
Closed
5 months ago
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