#!srfv1
# Account tax type classification for the pre-retirement example.
# tax_type values: taxable, roth, traditional, hsa
#
# Pat's 401(k) reports one lumped balance covering pre-tax deferrals,
# the employer match, and in-plan Roth contributions. The tax_mix_roth
# carve-out splits it across tax types; tax_type keeps the remainder.

account::Pat 401k,tax_type::traditional,institution::fidelity,account_number::P401,tax_mix_roth:num:18,tax_mix_date::2024-04-01
account::Pat Roth,tax_type::roth,institution::fidelity,account_number::PROTH
account::Sam 401k,tax_type::traditional,institution::vanguard,account_number::S401
account::Sam Roth,tax_type::roth,institution::vanguard,account_number::SROTH
account::Joint taxable,tax_type::taxable,institution::schwab,account_number::JT01
account::Family HSA,tax_type::hsa,institution::fidelity,account_number::HSA01
account::Kids 529,tax_type::taxable,institution::vanguard,account_number::C529
