On Fri, Aug 23, 2024 at 10:22 PM Red S <[email protected]> wrote:
> Why bother splitting it into two transactions? Why not just query by > postings with the held: "long" metadata? > For 8949, you're supposed to report the acquisition cost, disposal proceeds, and the delta (gain/loss). Separately for long-term holdings, and separately for short-term holdings. So I need the Assets:Bank leg split into two, to get the long and short term disposal proceeds separately. At this point, I think, we've got ST/LT acquisition legs, ST/LT disposal legs, and ST/LT gains/loss legs. So...the work is done, it's just a simple mechanical transformation to call that ST/LT transactions, each with acquisition, disposal, and gain/loss legs. The rest of my pipeline already handles long-term-only and short-term-only disposal transactions for generating 8949-style PDFs, so even if I got one transaction, with all legs segregated into ST/LT status, I'd probably still query and transform into segregated transactions to pass down to report generation. > On Friday, August 23, 2024 at 1:41:35 PM UTC-7 [email protected] wrote: > > 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.... > > -- > 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/244e1f43-c3b2-4ccb-8a0d-1fe16a8558a1n%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/244e1f43-c3b2-4ccb-8a0d-1fe16a8558a1n%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/CAFXPr0sQmzxx%3Df1iF_TvbKc6H8TFV-LmQhM_utV5hvojeVJ0hw%40mail.gmail.com.
