15 lines
943 B
Text
15 lines
943 B
Text
#!srfv1
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# Account tax type classification for the pre-retirement example.
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# tax_type values: taxable, roth, traditional, hsa
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#
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# Pat's 401(k) reports one lumped balance covering pre-tax deferrals,
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# the employer match, and in-plan Roth contributions. The tax_mix_roth
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# carve-out splits it across tax types; tax_type keeps the remainder.
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account::Pat 401k,tax_type::traditional,institution::fidelity,account_number::P401,tax_mix_roth:num:18,tax_mix_date::2024-04-01
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account::Pat Roth,tax_type::roth,institution::fidelity,account_number::PROTH
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account::Sam 401k,tax_type::traditional,institution::vanguard,account_number::S401
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account::Sam Roth,tax_type::roth,institution::vanguard,account_number::SROTH
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account::Joint taxable,tax_type::taxable,institution::schwab,account_number::JT01
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account::Family HSA,tax_type::hsa,institution::fidelity,account_number::HSA01
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account::Kids 529,tax_type::taxable,institution::vanguard,account_number::C529
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