Plan where your dividend holdings belong for US taxes.
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.
Give it holding-level data; it returns distribution classifications, account-placement recommendations, and unresolved tax assumptions, with optional generated report files.
What you provide
Python 3 enables the optional deterministic report generator, whose packaged code uses only the standard library.
This skill
IRS publications and instructions
Consults current IRS tax guidance