Skip to content

v0.1.8

Latest
Compare
Choose a tag to compare
@hickeng hickeng released this 08 Apr 06:35
· 2 commits to main since this release

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

New Contributors

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