kanchi-dividend-us-tax-accounting
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.
npx skills add BaggaT236/AI-Trading-Skills --skill kanchi-dividend-us-tax-accounting --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# Kanchi Dividend Us Tax Accounting ## Overview Apply a practical US-tax workflow for dividend investors while keeping decisions auditable. Focus on account placement and classification, not legal/tax advice replacement. ## When to Use Use this skill when the user needs: - US dividend tax classification planning (qualified vs ordinary assumptions). - Holding-period checks before year-end tax planning. - Account-location decisions for stock/REIT/BDC/MLP income holdings. - A standardized annual dividend tax memo format. ## Prerequisites Prepare holding-level inputs: - `ticker` - `instrument_type` - `account_type` - `hold_days_in_window` (if available) ### Expected JSON Input Format ```json { "holdings": [ { "ticker": "JNJ", "instrument_type": "stock", "account_type": "taxable", "security_type": "common", "hold_days_in_window": 75 }, { "ticker": "O", "instrument_type": "reit", "account_type": "ira", "hold_days_in_window": 100 } ] } ``` For deterministic output artifacts, provide JSON input and run: ```bash python3 skills/kanchi-dividend-us-tax-accounting/scripts/build_tax_planning_sheet.py \ --input /path/to/tax_input.json \ --output-dir reports/ ``` ## Guardrails Always state this cl
- Overview
- When to Use
- Prerequisites
- Expected JSON Input Format
- Guardrails
- Workflow
- 1) Classify each distribution stream
- 2) Validate holding-period eligibility assumptions
- 3) Map to reporting fields
- 4) Build account-location recommendation
- 5) Produce annual planning memo
- Output
- Cadence
- Multi-Skill Handoff
python3 skills/kanchi-dividend-us-tax-accounting/scripts/build_tax_planning_sheet.py \
What does the kanchi-dividend-us-tax-accounting skill do?
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.
How do I install it?
Run `npx skills add BaggaT236/AI-Trading-Skills --skill kanchi-dividend-us-tax-accounting --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From BaggaT236/AI-Trading-Skills, a repository with 118 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.