v0.1.8

[hickeng]

Shared sheets: Google Sheets, (Office365 doesn't support iterative calculations, so dropped for now - use offline Excel attached to release)

• Dates now render in the style of 2021-Jan-31 to be utterly unambiguous under review - can still be entered in ISO format
• Default Form8949 display to be Cash Only instead of the prior combined cash and shares value
• Added a per-lot post-merger tax basis column in addition to the per-share basis, in support of reporting 2023 post-merger sales
• Support scenario where an ESPP lot is assigned to 100% cash - now includes the imputed income into the merger basis calculation
• Add summary cell for post-merger average tax basis - this is needed for some non-US tax reporting
• Added additional in-sheet doc notes for cells and columns
• Calculation and error handling changes - for neatness and unreachable edge case correctness, no impact on user values

What's Changed

• Reword basis calculation text for clarity by @kevinbuhmann in Reword basis calculation text for clarity #142
• V0.1.8 staging by @hickeng in V0.1.8 staging #149

New Contributors

• @kevinbuhmann made their first contribution in Reword basis calculation text for clarity #142

Full Changelog: v0.1.7...v0.1.8

---

This discussion was created from the release v0.1.8.