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By tradermonty

kanchi-dividend-us-tax-accounting

tradermonty3k installs

Plan where your dividend holdings belong for US taxes.

What it does

Creates US dividend tax planning notes that classify holdings, recommend account placement, and identify assumptions for professional review.

When to use it

Use for dividend tax classification, holding-period checks, account placement, or an annual dividend tax planning memo.

How to use it

Give it holding-level data; it returns distribution classifications, account-placement recommendations, and unresolved tax assumptions, with optional generated report files.

What you provide

  • Your files

Uses

Latest review

What you need · 1

Python 3 enables the optional deterministic report generator, whose packaged code uses only the standard library.


Access · 1

This skill

IRS publications and instructions

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Consults current IRS tax guidance