8949 annoyingly completely segregates short term and long term sales into separate tables. So if you had a sale like in the example, you're supposed to split it into two sales, one which sells only the assets held for a short term, and the other which only sells the assets held for long term.
I have a wrapper script already which loads the ledger, so yeah if the plugin tagged the legs I might be able to back it out into two transactions, although I feel I'd be duplicating some imputation logic in order to split up the Assets:Bank leg. Hmm.... On Fri, Aug 23, 2024 at 1:23 AM Red S <[email protected]> wrote: > 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? >> > -- > You received this message because you are subscribed to the Google Groups > "Beancount" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/beancount/344a8ca5-8d36-49ca-9ff2-e6543d9b8f45n%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/344a8ca5-8d36-49ca-9ff2-e6543d9b8f45n%40googlegroups.com?utm_medium=email&utm_source=footer> > . > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/CAFXPr0tGtdrv%3DmEd053Q5AxoasO%3DgPw5s7pL7LL7FmSOzQ51jw%40mail.gmail.com.
