11 lines
685 B
Text
11 lines
685 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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account::Pat 401k,tax_type::traditional,institution::fidelity,account_number::P401
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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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