v0.1.0
Pre-release
Pre-release
At this point there's a reasonable option for human readable diffs going forwards. As such it makes sense to have this be the new baseline.
Features:
- enter minimal necessary info per-lot, sourced from definitive release and purchase confirmations
- dates and purchase/market values prepopulated
- deeplinks for download page of confirmation docs from eTrade
- cash income, short and long term captial gains per merger Form 8937
- cash portion, realized gain, and basis adjustment per-lot
- future potential captial gain and short/long term status
- imputed income from qualified and disqualified ESPP sales
- tax estimates - federal and CA safe harbor thresholds, total liability, total outstanding
Necessary inputs:
- espp - shares purchased, current contributions, initial carry-forward
- rsu - shares issued
- which lot(s) your fractional share was sold from
Optional inputs for cross-check and comparison:
- number of Broadcom shares per-lot from eTrade
- rsu - shares traded (aka tax on vest)
- 2022 1040 and 2023 W2 data to support tax estimate
- filing status, deductions, other captial gain/income
- preferred Broadcom market value for calculating gain
Bugs:
- #32 - missing at least one RSU vest date
Full Changelog: https://github.com/hickeng/financial/commits/v0.1.0