v0.1.5

[hickeng]

Shared sheet v0.1.5 is here

Substantial revision and update to documentation and allows selection of eTrade tax strategy for per-lot use, including:

• Getting Started section
• Examples for entering RSU & ESPP
• Step-by-step for adding new rows to RSU & ESPP
• Step-by-step for correcting Turbotax Proceeds and Basis for imported 1099-Bs
• In-sheet checklist for tracking progress through completion
• Various updates to in-sheet notes

Updates:

• Updated Dell 2021 Return of Capital number to match eTrade's use in 2021 and added draft Form8937 noting that estimated value
• Added effective rate calculation to estimate
• Added general mechanism for applying eTrade tax strategy from Account Settings if using per-lot approach
• Definitive answer that the merger is not a disposition so doesn't incur imputed income from ESPP bargin element

Includes bug fixes:

• Fractional share now correctly included in potential capital gain
• Other LTG was not being included in tax estimate
• Corrected ESPP basis calculation to use only grant date as per this comment

What's Changed

• Documentation improvements and Getting Started guide by @hickeng in Documentation improvements and Getting Started guide #71
• Move instructions into repo from sheet by @hickeng in Move instructions into repo from sheet #76
• Fix potential capital gain calculation for fractional share lot by @hickeng in Fix potential capital gain calculation for fractional share lot #78
• Fix failure to add Other LTG into tax estimate by @hickeng in Fix failure to add Other LTG into tax estimate #81
• Update 2021 return of captial to 1099-div value of 16.58 by @hickeng in Update 2021 return of captial to 1099-div value of 16.58 #84
• V0.1.5 staging by @hickeng in V0.1.5 staging #92

Full Changelog: v0.1.4...v0.1.5

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This discussion was created from the release v0.1.5.

[hickeng]

This ESPP bug is still outstanding - I'd meant to include it in v0.1.5 but it slipped through. I'll do a 0.1.6 this week to get that addressed as that's the last of the known incorrect calcs that impact filing this year.