Add an option to show the final report grouped per transaction type (crypto-to-crypto, crypto-to-fiat, ...)

[stokaxv]

In Spain, we are asked to provide the report defining the transaction type that we have done to close a position. I think it's especially interesting to distinguish the balance when we have changed from one crypto to another, and when we have sold a crypto to obtain EUR. I wonder if this option is already there, since I have not found it. I think it should not be very difficult to obtain, at least looking at my .ods file. Any insights on this?

Thanks in advance and many thanks for this contribution.

[eprbell]

In the US case RP2 generates two tax-specific reports:

• rp2_full_report: country-agnostic tax report showing lot fractioning and pairing (according to the accounting method), balances, history, etc. This report is useful for most countries.
• tax_report_us: US-specific report that presents a subset of the information from rp2_full_report in a format mandated by the US government (form 8949). This report is useful only in the US.

I think the above approach is a good pattern for all countries. In the case of Spain we only have rp2_full_report and it would probably be useful to add the Spanish equivalent of tax_report_us, which would generate the data required by the Spanish government, in the format they require (let's call this tax_report_es, for simplicity and homogeneity). The new tax_report_es plugin can generate the needed information by accessing the data structures generated by the tax engine.

As for the specific questions you asked, I'm not sure I understand what you mean exactly by "defining the transaction type that we have when we close the position": do you mean what is the transaction type (gift, sale, etc.) of the last transaction before the amount of crypto goes to zero? Either way it should be possible to capture any needed information from the data structures provided to the plugin by the tax engine.

[eprbell]

Adding a bit more context. The output from tax_report_us is immediately recognized by any US tax accountant as Form 8949. What is the Spanish equivalent of Form 8949? The tax_report_es plugin should generate that.

[TomzBench]

Kind of related... How does rp2 handle the case of BTC/USD vs BTC/ETH ? The first trade is a Buy for Bitcoin with USD, which does not generate a tax event. The later is simultaneously a Buy for BTC, and a Sell of ETH, which is a taxable event, as the ETH might have a gain or loss.

How are asset pairs of crypto conversions managed? Do the plugins generate 2 transactions in the crypto conversion case? And if manually entering data, do you need to input 2 transactions when reading the csv forms?

[eprbell]

Check this FAQ: https://github.com/eprbell/rp2/blob/main/docs/user_faq.md#how-to-handle-conversion-of-a-cryptocurrency-to-another

[TomzBench]

ahh. good. that makes sense. Thanks!