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  • Initial Availability

    People need time before Tax Day to work through prep. For this to be remotely useful, the fundamentals need to be in place ASAP.

    Overdue by 2 year(s)
    •
    Due by March 4, 2024
    •18/22 issues closed
    81% complete4 open18 closed

  • Engage CPA for consultation and validation

    Have a CPA on board for answering questions and validating the output of the repo. I _hope_ that I can persuade any CPA that takes this on to be available for people to file though and/or to provide references for others given the number of people impacted.

    Overdue by 2 year(s)
    •
    Due by March 8, 2024
    •0/1 issues closed
    0% complete1 open0 closed

  • CPA validation

    All calculations, documents, conclusions, etc validated by a CPA willing to stand behind that at audit. Hopefully with a collated list of CPAs people can use who are specifically familiar with this merger/filing and the questions this repo aims to answer.

    Overdue by 1 year(s)
    •
    Due by November 10, 2024
    •2/3 issues closed
    66% complete1 open2 closed

  • Import/Export support

    Full import/export support, meaning it's possible to completely reconstruct the Sheet from the serialized form. The serialized form should also be highly efficient in terms of diffs generated for any given change.

    No due date
    •0/7 issues closed
    0% complete7 open0 closed

  • Excel support

    Support Excel so there's some form of offline option possible. I also expect most CPAs to use Excel instead of Sheets, so this would substantially increase utility in that regard.

    No due date
    •0/1 issues closed
    0% complete1 open0 closed

  • Final filing with reference material for audit

    All calculations, inputs, logic, tweaks, etc validated sufficiently for finalized filing with IRS. All references, documentation, professional opinions, etc behind the filing documented in the repo for reference during any future audit.

    Overdue by 1 year(s)
    •
    Due by November 10, 2024
    •3/11 issues closed
    27% complete8 open3 closed

  • Toggle pro-rata vs strategy per-lot treatment

    Add a toggle for treatment and calcs that have been CPA validated.

    Overdue by 1 year(s)
    •
    Due by March 29, 2024
    •1/3 issues closed
    33% complete2 open1 closed

  • Support selection of state with CA vaules provided

    Allow user to select their state and at the very least: * for states without income tax, omit it * support entry of a custom value for states without known thresholds so an effective rate can be provided

    No due date
    •0/2 issues closed
    0% complete2 open0 closed

  • Extension filing for Tax Day

    Generate all numbers needed for Form 8949 to support initial filing for Tax Day (April 18th 2023). Sufficient validation for confidence in paying estimated values.

    Overdue by 1 year(s)
    •
    Due by April 14, 2024
    •7/14 issues closed
    50% complete7 open7 closed