Right, currently it only supports Equity. Thanks for the suggestion, I’ll try to incorporate it.
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Sorry, not sure I fully understand, do you mean deleting your credentials from the reports before uploading? that’s is supported
Firstly, great effort in trying to get the tool in whatever form it is, it would help small retail investors. It has helped me to know where i am right now. the 8 scenarios and 5 category explained with simple examples were indeed helpful. had in the past tried to get similar example that could explain the benefits of tax harvesting was painfully long and confusing. Kudos to you!
key take away for me - if i am staring at 10 lakh loss in a stock that i held for 2+ years (like few IT stocks), its better to book the loss. after booking the loss i can reenter the same stock ok or any other stock. the key is i now have 10L loss harvested than can offset any STCG within the same FY or LTCL for the next 8 years!!! loss in LTCL carry forward is not known to many retailers.
HNI sharks use this carry forward diligently to save tons of capital gains tax!
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I have a peculiar issue, let me know if your tool solves this…
I had some ltcg and stcg losses and to set it off I sold silverbees(which were in profit). But the profits from the debt etf doesn’t get included in zerodha’s tax PnL.
So I raised a support ticket with zerodha and the reply I got was that the debt etf stcg or ltcg profit or loss is calculated for 36 months as against regular 12 months…
So now my question is does your tool solve this issue for me…?
