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/kanchi-dividend-us-tax-accounting

@5912fa6
by tradermontytradermonty/claude-trading-skills2.9k stars
663

Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.

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Use this Skill: https://skilld.dev/gh/tradermonty/claude-trading-skills/kanchi-dividend-us-tax-accounting

This session only. Nothing lands on disk.

referencesannual-tax-memo-template.md

≈211 tokens on demand. Your agent reads this file only when SKILL.md points to it.

Annual Dividend Tax Planning Memo Template

# Annual Dividend Tax Planning Memo ([Year])

## Filing Timeline
- Tax year:
- Filing deadline:
- Extension status (filed/planned/not needed):
- Expected filing date:

## Scope
- Accounts included:
- Holdings covered:
- Data sources used:

## Assumptions
- Rule set version/date:
- Missing data assumptions:

## Distribution Classification Summary
| Ticker | Account | Ordinary (est.) | Qualified (est.) | REIT/other components | Confidence |
|---|---|---:|---:|---|---|
| ... | ... | ... | ... | ... | High/Med/Low |

## Account-Location Actions
| Ticker | Current location | Proposed location | Reason |
|---|---|---|---|
| ... | ... | ... | ... |

## Open Risks / Follow-Ups
1. ...
2. ...
3. ...

## Advisor Questions
1. ...
2. ...

Keep the memo concise and assumption-driven.

Source: SKILL.md on GitHub

Third-party checks

No alerts16d5 checks · Risk SAFE
  • Gen Agent Trust Hub16d

    This skill provides a workflow for US dividend tax planning and generates reports from user-provided holding data. It uses standard library scripts to process JSON input and generate Markdown or CSV reports. A low-risk surface for indirect prompt injection exists as the tool processes untrusted external data, though it lacks dangerous capabilities like network access or dynamic code execution.

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  • Snyk16d

    Risk: LOW · No issues

  • Runlayer6mo

    3/8 files flagged

  • ZeroLeaks5mo

    Score: 93/100 · 2 sections analyzed

Provenance

Signed by skilld at 5912fa6. This ties the file your Agent reads to that commit on GitHub. It does not review the instructions.

Last checked against GitHub 20 hours ago.

Activeupdated 2 months ago

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