Early Access
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Allow classifying income as capital gains
It would be great to have the option of classifying an income item as capital gains, the same way we can classify them as dividends or tax-exempt. Additionally, once classified as Capital Gains, an option similar to “withhold x% for taxes” should be made available.
Use case: Private Equity carried interest income, which is taxed at LTCG rate and is perceived in a lump sum or over a certain period. People could use the “withhold x% for taxes” to model estimated tax payments throughout the years when this income takes place.
