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181 contributions in the last year
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Contribution activity
March 2024
Created 30 commits in 1 repository
Created 1 repository
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hickeng/vmw-guestinfo
Go
This contribution was made on Mar 26
Opened 11 pull requests in 1 repository
hickeng/financial
11
merged
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Merge 0.1.7 staging into main
This contribution was made on Mar 21
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Updates sheet and doc for new upgrade style
This contribution was made on Mar 21
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Allow selection of Form8949 Proceeds between combined and cash only
This contribution was made on Mar 21
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Add instructions for fractional share and the shares from etrade column
This contribution was made on Mar 11
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V0.1.5 staging
This contribution was made on Mar 11
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Update 2021 return of captial to 1099-div value of 16.58
This contribution was made on Mar 8
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Fix failure to add Other LTG into tax estimate
This contribution was made on Mar 5
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Fix potential capital gain calculation for fractional share lot
This contribution was made on Mar 5
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Move instructions into repo from sheet
This contribution was made on Mar 5
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Documentation improvements and Getting Started guide
This contribution was made on Mar 5
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Form 8949 and data collection documentation
This contribution was made on Mar 4
Created an issue in hickeng/financial that received 4 comments
Determine the specific meaning and use of the number next to ESPPD in W2 Box 14 Other
There's a numeric value associated with the ESPPD notation in Box 14 other, but for the example I have I'm unable to infer the meaning of the number.
4
comments
Opened 18 other issues in 1 repository
hickeng/financial
10
open
8
closed
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Add auto-download for confirmations to docs
This contribution was made on Mar 25
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ESPP Pending income calculation for less gain than discount path looks incorrect
This contribution was made on Mar 21
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Revise "Add a row" doc to note that ESPPs need it added in date order or Carry Forward propagation breaks
This contribution was made on Mar 15
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Cross-row skew reference in RSU Sheet for Post-merger Short Term Gain
This contribution was made on Mar 15
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Add documentation specific to fraction Form8949
This contribution was made on Mar 15
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Split income from Short Term Capital Gains
This contribution was made on Mar 13
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Add an AVGO basis for Broker column to ESPP sheet
This contribution was made on Mar 12
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Update ESPP terms/impact in README to reflect revised understanding
This contribution was made on Mar 12
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Figure out specifically how to report ESPP imputed income
This contribution was made on Mar 11
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Figure out whether there's symmetric handling for basis adjustment of qualified shares by the imputed income part
This contribution was made on Mar 10
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Deduct realized imputed income from pending taxable income after realization
This contribution was made on Mar 10
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Return of Captial amount for 2021 distribution was altered after the fact - there's an earlier Form 8937 with a different value
This contribution was made on Mar 7
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Add the other eTrade tax strategies that could have been selected
This contribution was made on Mar 5
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Figure out how to get an automatic latest tag to avoid needing to update links
This contribution was made on Mar 5
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Export AppScript files along with Sheet contents
This contribution was made on Mar 5
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open a question issue for what info a CPA needs for a consolidated filing packet
This contribution was made on Mar 4
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Add known problem - some users do not have lot information from eTrade even in the 1099
This contribution was made on Mar 4
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Using per-lot cash/stock election it's possible to have capital loss at a lot level which needs to be accounted for
This contribution was made on Mar 1
Started 7 discussions in 1 repository
hickeng/financial
hickeng/financial
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v0.1.7
This contribution was made on Mar 21
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v0.1.6
This contribution was made on Mar 14
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eTrade have reported the wrong lot in 1099-B for fractional share based on OSPS quantities
This contribution was made on Mar 12
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v0.1.5
This contribution was made on Mar 11
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General support discussion
This contribution was made on Mar 5
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Enabled Discussions forum in the repo
This contribution was made on Mar 5
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Welcome to the forums - click me
This contribution was made on Mar 5


