Kanchi Dividend Us Tax Accounting

This is a US tax workflow for dividend portfolios that helps you sort qualified versus ordinary dividends, check holding-period requirements, and decide which assets belong in taxable versus IRA accounts. It's built for REIT, BDC, and stock distributions with a focus on keeping assumptions auditable rather than giving legal advice. You feed it JSON with tickers, instrument types, and holding days, and it returns classification tables, account-location recommendations, and a planning memo template. The cadence is annual deep reviews plus quarterly refreshes when you add positions. Honestly, this is narrow but solves a real bookkeeping headache if you run income portfolios and want your tax planning documented before handing off to a CPA.

skills.sh installs: 3.5K
GitHub stars: 3.7K
last updated: Aug 21, 2026

View on GitHub

Install

$ npx -y skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting --agent claude-code

Installs into .claude/skills of the current project.

Files

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)

Use the exact JSON contract and examples in references/input-schema.md.

For deterministic output artifacts, provide JSON input and run:

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 clearly: tax outcomes depend on individual facts and jurisdiction. Treat this skill as planning support, then escalate final filing decisions to a tax professional.