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Hello, Dr. Vinicius,
Congratulations on the content, really the most complete and didactic there is!
Question 1: Can RSUs earned and ESPPs (Shares bought at a discount) from the same company (headquartered in the USA) be part of the same transaction tracking spreadsheet, for the purposes of measuring subsequent average cost for GCAP, or should they be dealt with in separate spreadsheets?
I ask this because the RSU is all earned, so 100% is taxable in Carne Leao. ESPP, in the 85/15 scheme, has 85% as a source of national currency (payroll deduction in Brazil) and 15% that the company gives (this part also goes to carnê leão).
Then, in GCAP, I save this proportionality of Foreign Currency and National Currency for the program to calculate correctly.
When selling the same ticker, it doesn't matter whether it's RSU or ESPP (they're held in different accounts at the broker) and they end up being different sales transactions.
Doubt 2: This capital abroad is in a ratio of 20% Reais (part coming from the salary in the ESPP) and 80% Dollars (part coming from the discount on the price (or rather, supplement paid by the company) in the ESPPs, plus, of course, the RSUs). I'm selling the shares (at a loss) and transferring them to another brokerage account for a new investment. Can I consider these funds as source 100% Foreign Currency, for GCAP purposes?
