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Issues list

When using per-lot approach, should lots without a cash element be listed on Form8949 at all? cpa Needs CPA - ideally description is curated such that it can be directly used as a query question Further information is requested
#146 opened Apr 3, 2024 by hickeng CPA validation
Add accounting for Pivotal to VMware stock conversation
#141 opened Apr 1, 2024 by ryanconley1
Add auto-download for confirmations to docs enhancement New feature or request user experience User experience impacts
#131 opened Mar 25, 2024 by hickeng
eTrade Transaction Log not accessible
#113 opened Mar 16, 2024 by xtreme-sameer-vohra
1
Different Safe Harbor calculations based on 2022 Federal AGI and State Tax paid
#109 opened Mar 15, 2024 by jwkimd
1
Separate fields for Other Income for Federal only and Federal+State, and separate fields for deductions for Federal and State
#108 opened Mar 15, 2024 by jwkimd
1
Split income from Short Term Capital Gains bug Something isn't working enhancement New feature or request filing Related to actually filing taxes, whether working through Turbotax or direct
#104 opened Mar 13, 2024 by hickeng Final filing with reference material for audit
Determine the specific meaning and use of the number next to ESPPD in W2 Box 14 Other ESPP filing Related to actually filing taxes, whether working through Turbotax or direct question Further information is requested
#91 opened Mar 11, 2024 by hickeng Final filing with reference material for audit
4
Figure out specifically how to report ESPP imputed income ESPP filing Related to actually filing taxes, whether working through Turbotax or direct good first issue Good for newcomers
#90 opened Mar 11, 2024 by hickeng Extension filing for Tax Day
5
Deduct realized imputed income from pending taxable income after realization bug Something isn't working
#85 opened Mar 10, 2024 by hickeng Final filing with reference material for audit
Return of Captial amount for 2021 distribution was altered after the fact - there's an earlier Form 8937 with a different value cpa Needs CPA - ideally description is curated such that it can be directly used as a query question Further information is requested tweak Relating to a tweak option urgent Needs to be addressed quickly
#83 opened Mar 7, 2024 by hickeng
1 of 2 tasks
Extension filing for Tax Day
1
2
Add the other eTrade tax strategies that could have been selected solver Relating to the solver logic for applying tax strategy, aka manual per-lot treatment tweak Relating to a tweak option
#82 opened Mar 5, 2024 by hickeng
Figure out how to get an automatic latest tag to avoid needing to update links meta Tasks regarding the repo itself
#74 opened Mar 5, 2024 by hickeng
1 task
Export AppScript files along with Sheet contents enhancement New feature or request serialization Relating to (de)serialization of the sheet, whether import or export
#72 opened Mar 5, 2024 by hickeng
Add known problem - some users do not have lot information from eTrade even in the 1099 data Relates to user provided data documentation Improvements or additions to documentation
#68 opened Mar 4, 2024 by hickeng
1 of 2 tasks
Using per-lot cash/stock election it's possible to have capital loss at a lot level which needs to be accounted for bug Something isn't working cpa Needs CPA - ideally description is curated such that it can be directly used as a query question Further information is requested solver Relating to the solver logic for applying tax strategy, aka manual per-lot treatment
#66 opened Mar 1, 2024 by hickeng
3 tasks
Toggle pro-rata vs strategy per-lot treatment
1
Import 1099-B data data Relates to user provided data enhancement New feature or request serialization Relating to (de)serialization of the sheet, whether import or export user experience User experience impacts
#59 opened Feb 23, 2024 by hickeng
1 task done
Import/Export support
@hickeng
1
Add sanitization function serialization Relating to (de)serialization of the sheet, whether import or export user experience User experience impacts
#58 opened Feb 23, 2024 by hickeng
5 tasks
@hickeng
1099-B has non-zero dollar values in fields other than Proceeds and Gain/(Loss) Amount data Relates to user provided data
#57 opened Feb 23, 2024 by hickeng
CPA validation of the per-lot calculations cpa Needs CPA - ideally description is curated such that it can be directly used as a query
#54 opened Feb 22, 2024 by hickeng Toggle pro-rata vs strategy per-lot treatment
Tracking issue importing into TurboTax filing Related to actually filing taxes, whether working through Turbotax or direct turbotax Things with specific TurboTax relation
#52 opened Feb 22, 2024 by hickeng
2 of 4 tasks
1
Filter view or similar to hide rows that have zeros in important columns enhancement New feature or request solver Relating to the solver logic for applying tax strategy, aka manual per-lot treatment user experience User experience impacts
#47 opened Feb 20, 2024 by hickeng Initial Availability
What's the exact ratio for cash/stock conversion across the entire merge transaction help wanted Extra attention is needed question Further information is requested tweak Relating to a tweak option
#45 opened Feb 20, 2024 by hickeng Final filing with reference material for audit
2
Repo organisation documentation Improvements or additions to documentation user experience User experience impacts
#44 opened Feb 19, 2024 by hickeng
1 of 3 tasks
Initial Availability
Read section 368(a)(1)(A) and determine what the "reorganization" qualification implies question Further information is requested
#41 opened Feb 19, 2024 by hickeng Extension filing for Tax Day
ProTip! Updated in the last three days: updated:>2024-12-19.