kanchi-dividend-us-tax-accounting

Q: How do I install kanchi-dividend-us-tax-accounting?

Run npx skills add https://github.com/tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/kanchi-dividend-us-tax-accounting/ (personal) or .claude/skills/kanchi-dividend-us-tax-accounting/ (project).

by tradermontyBusiness & Finance

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.

Installs: 3.3K
Last 24h: +19
Trending rank: #5965
Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting

01
Install
Run the command in your project. The CLI asks which agents to install for.
02
Describe the task
Ask your agent for something this skill covers. It loads kanchi-dividend-us-tax-accounting automatically when relevant.
03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

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.

Workflow

1) Classify each distribution stream

For each holding, classify expected cash flow into:

Potential qualified dividend.
Ordinary dividend/non-qualified distribution.
REIT/BDC-specific distribution components where applicable.

Use references/qualified-dividend-checklist.md for holding-period and classification checks.

2) Validate holding-period eligibility assumptions

For potential qualified treatment:

Check ex-dividend date windows.
Check required minimum holding days in the measurement window.
Flag positions at risk of failing holding-period requirement.

If data is incomplete, mark status as ASSUMPTION-REQUIRED.

3) Map to reporting fields

Map planning assumptions to expected tax-form buckets:

Ordinary dividend total.
Qualified dividend subset.
REIT-related components when reported separately.

Use form terminology consistently so year-end reconciliation is straightforward.

4) Build account-location recommendation

Use references/account-location-matrix.md to place assets by tax profile:

Taxable account for holdings likely to remain qualified-focused.
Tax-advantaged account for higher ordinary-income style distributions.

When constraints conflict (liquidity, strategy, concentration), explain the tradeoff explicitly.

5) Produce annual planning memo

Use references/annual-tax-memo-template.md and include:

Assumptions used.
Distribution classification summary.
Placement actions taken.
Open items for CPA/tax-advisor review.

Output

Always output:

Holding-level distribution classification table.
Account-location recommendation table with rationale.
Open-risk checklist for unresolved tax assumptions.
Optional generated artifacts from skills/kanchi-dividend-us-tax-accounting/scripts/build_tax_planning_sheet.py.

Cadence

Use this minimum rhythm:

Annually (60 min): full tax planning memo with account-location review.
Quarterly (15 min): refresh holding-period status for recent acquisitions.
Ad-hoc: rerun after material position changes, REIT/BDC additions, or triggered reviews from kanchi-dividend-review-monitor.

Multi-Skill Handoff

Receive candidate and holding list from kanchi-dividend-sop.
Receive risk-event context (WARN/REVIEW) from kanchi-dividend-review-monitor.
Return account-location constraints back to kanchi-dividend-sop before new entries.

Resources

skills/kanchi-dividend-us-tax-accounting/scripts/build_tax_planning_sheet.py: tax planning sheet generator.
skills/kanchi-dividend-us-tax-accounting/scripts/tests/test_build_tax_planning_sheet.py: tests for tax planning outputs.
references/qualified-dividend-checklist.md: classification and holding-period checks.
references/account-location-matrix.md: placement matrix by account type and instrument.
references/annual-tax-memo-template.md: reusable memo structure.

FAQ

What does the kanchi-dividend-us-tax-accounting skill do?

How do I install kanchi-dividend-us-tax-accounting?

Run npx skills add https://github.com/tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/kanchi-dividend-us-tax-accounting/ (personal) or .claude/skills/kanchi-dividend-us-tax-accounting/ (project).

Which AI agents can use kanchi-dividend-us-tax-accounting?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is kanchi-dividend-us-tax-accounting safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains kanchi-dividend-us-tax-accounting?

It is published by tradermonty in tradermonty/claude-trading-skills. It has 3,340 recorded installs.