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cpaNeeds CPA - ideally description is curated such that it can be directly used as a queryNeeds CPA - ideally description is curated such that it can be directly used as a queryquestionFurther information is requestedFurther information is requestedtweakRelating to a tweak optionRelating to a tweak optionurgentNeeds to be addressed quicklyNeeds to be addressed quickly
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It turns out there were two Form 8937's for the 2021 distribution:
- the one on the broadcom investor site detailing
$16.87as the RoC amount - an earlier form detailing
$16.58- still posted on slack
Alex has run the numbers and determined that he paid taxes on the earlier number and that eTrade's 1099B from 2021 uses the earlier number.
As such I need to:
- upload the earlier version of Form 8937
- add a tweak to the sheet to control which RoC value should apply
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cpaNeeds CPA - ideally description is curated such that it can be directly used as a queryNeeds CPA - ideally description is curated such that it can be directly used as a queryquestionFurther information is requestedFurther information is requestedtweakRelating to a tweak optionRelating to a tweak optionurgentNeeds to be addressed quicklyNeeds to be addressed quickly
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