capital-gains

Capital gains calculator.

This transforms transaction histories into a format suitable for IRS form 8949, taking care of wash sale adjustments.

Note: The logic is ignorant of share type, and cannot account for e.g. bargain elements for ESPP, ISO, and NSO. You must enter the appropriate cost basis depending on your situation, e.g. the fair market value on exercise date for ESPP disqualifying dispositions.

See also nkouevda/estimated-taxes.

Installation

pip install capital-gains

Or:

brew install nkouevda/nkouevda/capital-gains

Usage

usage: capital-gains [<options>] [--] <input file>

Capital gains calculator

options:
  -h, --help            show this help message and exit
  -d, --decimal-places <n>
                        round $ to <n> decimal places (default: 0)
  -s, --shares-decimal-places <n>
                        round shares to <n> decimal places (default: 0)
  -t, --totals          output totals (default: False)
  -v, --verbose         verbose output (default: False)
  -V, --version         show program's version number and exit
  -w, --wash-sales, --no-wash-sales
                        identify wash sales and adjust cost basis (default: True)

Input Format

See input/example.csv.

Each entry has the following format:

date,symbol,name,shares,price,fee

• date: YYYY-MM-DD format
• name: optional (can be blank)
• shares: purchases have positive shares; sales have negative shares
• price: non-negative
• fee: non-negative; optional (can be blank)

Entries must be in ascending date order, i.e. oldest first.

A sale without a name will sell all open lots FIFO; a sale with a name will only sell lots with the same name. Thus name can be used to specify orders other than FIFO.

Examples

capital-gains -t input/example.csv > output/example.txt

TODO

• STCG vs. LTCG

License

MIT License