Schwab Equity Award: support dividends and their taxes.

[thibwk]

Google recently started paying dividends, which means Schwab uses new transaction types. Adding support for those.

[vmartinv]

question: why are you using json instead of the normal export that schwab provides? (you can read using --schwab-award)

[thibwk]

question: why are you using json instead of the normal export that schwab provides? (you can read using --schwab-award)

The short answer is that the format of the CSV export for "Equity Award" accounts that Google/Alphabet employees get is different than what the capital-gains-calculator CSV Schwab parser expects. For instance, it doesn't have a Price column, and instead it has SalePrice and VestFairMarketValue.

Up until early 2024, they had horrible sub-heading within the CSV exports (i.e. headers mixed with data), making it very hard to work with. So we had to use JSON data then, and it was simpler to continue doing so (including for backward compatibility, for people who already downloaded their data as JSON in the past).

If we started from scratch today, we could probably use their new Equity Awards CSV format, but it isn't completely obvious: the data is still sparse (each line only has a few columns populated), and broken down by Equity award (e.g. each vest date, there are multiple lines, one per award).