v0.1.6
Pre-release
Pre-release
Shared sheets: Google Sheets, Office365 Excel
BUGFIX NOTE: added a v0.1.6-b version of the binary sheets to the release assets that includes a hotfix for a formula that incorrectly skews across rows (ESPP qualified status, and RSU post-merger short term gain). Removed the old binaries to avoid mistaken use. Shared sheets had fix made in place and a comment added to cell ESPP!BA7 and RSU!AV7
Updates to ESPP post-merger basis and Form8949 columns for RSUs, and polish:
- Corrects the Form 8949 for RSUs to use (e) instead of (g) for the basis
- Completes the ESPP ordinary income calculation for post-merger basis adjustment
- Splits the ESPP post-merger basis into two columns, pure for use in tracking systems such as broker backends, or with imputed income adjustment for use on sale.
- Updates the sheet formula to be more comprehensible through liberal use of LET and variable names
- Additional documentation expansion including addition of two new known problems people are hitting
- Includes an Excel compatible sheet version, albeit without strategy logic
Full Changelog: v0.1.5...v0.1.6