Support for in Schwab Action "Journaled Shares"

[amaramrahul]

An entry in Schwab with "Journaled Shares" action is not supported. I saw this entry when I transferred (gifted) shares to spouse account.

Here is the sample entry from my Schwab transactions history CSV file.

"Date","Action","Symbol","Description","Quantity","Price","Fees & Comm","Amount"
"05/13/2022","Journaled Shares","FB","META PLATFORMS INC CLASS A","-32","$198.62","",""

I also find a corresponding entry with the same action in my spouse's exported transaction history.

"Date","Action","Symbol","Description","Quantity","Price","Fees & Comm","Amount"
"05/13/2022","Journaled Shares","FB","META PLATFORMS INC CLASS A","32","$198.62","",""

Kindly update logic to support transfer of shares.

[anthrotype]

I'd like to add my +1 for adding support for CGT-free transfers/gifts of shares to a spouse. The cgtcalculator.com website already supports this. Quoting from: http://cgtcalculator.com/example7.htm

When your shares are transferred to a spouse the shares are matched up in the same way as if the shares were sold. Your spouse acquires your shares for the same amount as the original acquisition cost. The result is zero gain in your capital gains calculations. For more see this post

[abyravan]

+1 to covering gifts of shares to a spouse. In my schwab json this shows up as "Gift" and I get the error: cgt_calc.exceptions.ParsingError: While parsing schwab transactions, Unknown action: Gift

[KapJI]

If anyone interested can implement this feature, it'd be great.

[hermanho]

There are few challenges when I tried to process above schwab history:

1. How to determine the transfers/gifts entry is talking about transferred to spouses or between civil partners account? It is not zero gain when the shares are transferred to other person.
2. In the author's example, the original cost is not captured in spouse's exported transaction history. The calcuation of disposal proceeds amount does not work.