I've just started lurking (a few days ago), and I have a few questions.
- Tiger and Q03/Mac seems unstable. It crashes a bit, but as far as I can tell isn't losing data. Is there a known issue with Q03/Mac, and jumping to Q06 will fix it? Or, is there something I can do to clean up my datafiles?
- RSU Sale Transaction -- my company gave me some RSUs, and the online broker sold some to cover taxes. Is there a clean way to enter that transaction directly into the RSU portfolio register without moving the sale proceeds to a dummy account and then disbursing from there to the appropriate taxes categories?
- Stock Option Sale Transaction -- in this case, I sold all the options and asked for the proceeds by check. These were from 5 grants, and in one transaction, I listed as follows (for each transaction)
- Income:Bonus - Proceeds from sale * Income:Bonus - (purchase cost - share cost at grant price) * Taxes:Federal - (fed taxes withheld) * Taxes:SS - (Social Security taxes withheld) * Taxes:Medicare - (Medicare taxes withheld) * Taxes:State - (State taxes withheld) * Investment Expense - (commission, fees, etc)
So, basically, I entered the total sale price and then subtracted all the subtractions from the proceeds that resulted in my check. Because I never actually held the shares, I figured I wouldn't bother setting up an investment account. For this transaction:
- is it reasonable to not use an investment account in this case? * Is Income:Bonus the right category for the purchase cost? My thinking is that the taxable gain is the difference between the Proceeds and the Purchase Cost...right?
thanks,
mt