I forget what all 8949 needs, but metadata+querying (or a custom script)
usually works well for these situations in my experience:
2016-03-01 * "Sell" Assets:Brokerage -100 ORNG {1 USD} @ 2.50 USD held:
"long" Assets:Brokerage -100 ORNG {2 USD} @ 2.50 USD held: "short"
Assets:Bank 500 USD Income:Capital-Gains:Long ...
Income:Capital-Gains:Short ...
Would that work?
On Thursday, August 22, 2024 at 3:04:47 PM UTC-7 [email protected] wrote:
> The Redstreet long/short plugin splits single capital gains legs into
> short and long term legs.
>
> In an 8949 style report, one should report assets held for short or long
> term separately. This might be faciliated by a plugin that cleaves the
> transaction rather than just the income leg, e.g. from:
>
> 2014-02-01 * "Buy"
> Assets:Brokerage 100 ORNG {1 USD}
> Assets:Bank -100 USD
>
> 2016-02-01 * "Buy"
> Assets:Brokerage 100 ORNG {2 USD}
> Assets:Bank -200 USD
>
> 2016-03-01 * "Sell"
> Assets:Brokerage -100 ORNG {1 USD} @ 2.50 USD
> Assets:Brokerage -100 ORNG {2 USD} @ 2.50 USD
> Assets:Bank 500 USD
> Income:Capital-Gains
>
> to:
>
> 2014-02-01 * "Buy"
> Assets:Brokerage 100 ORNG {1 USD}
> Assets:Bank -100 USD
>
> 2016-02-01 * "Buy"
> Assets:Brokerage 100 ORNG {2 USD}
> Assets:Bank -200 USD
>
> 2016-03-01 * "Sell"
> Assets:Brokerage -100 ORNG {1 USD} @ 2.50 USD
> Assets:Bank 250 USD
> Income:Capital-Gains:Long
>
> 2016-03-01 * "Sell"
> Assets:Brokerage -100 ORNG {2 USD} @ 2.50 USD
> Assets:Bank 250 USD
> Income:Capital-Gains:Short
>
> I'm not especially happy with this idea since it loses the fact that it
> really was one single transaction.
>
> Any other thoughts/opinions?
>
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