The actual table has my personal financial data in it, but the basic table is attempting to assess the tax differences in two scenarios.
In both scenarios, assume I have held 100 shares of a restricted stock for >1 year and then the company IPOs and it is released to me with a specific valuation. 38 shares are withheld for taxes, and I sell the remaining 62 shares for a $7.50 each for a net income of $465.
In row 2, the stock is valued at $10 when I receive it. In row 3, the valuation is $5.
(Column 2 is the taxable income I recognize at vesting time; Column 3 is my net cost basis of the 62 remaining shares, column 4 is the proceeds I get from selling those 62 shares at $7.50; column 5 is the long-term capital gain (or loss) for selling the stock with the given cost basis. Column 6 is the regular income tax liability for the release/vest event, and column 7 is the LTCG (or loss) for the sale of the remaining 62 shares.)
I really don’t know why it works, but it did work. And now when I copied your test table, it keeps on insisting to add a few columns. So I reckon the plugin is not the most stable there is. Sadly, it’s the only one I know of allowing for table formulas…
OK, the real problem is that I misunderstood the row addresses. @1 is the very first row in the table (the header row). @I is the first row after the separator, so @2 and @3 are the real rows I want here. (I had thought @3 and @4, but apparently the separator row doesn’t occupy a row number.)
Wow, we’re answering in the “mouth” of each other. But I hope we can agree in the end that the separator row doesn’t count, so the first row after the separator is referenced as either @I or @2, and this is most likely the cause of the some of the confusion earlier on this thread.