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1099-da-tax-reconciler

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Reconcile Kraken 1099-DA to trades and prep 8949

Finance & Accounting#cost basis#form 8949#tax reconciliation#serendb persistence#1099-da#kraken api#holdings period
Authorterraleiloa
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps you review and reconcile Kraken Form 1099-DA against either raw Kraken trade history or a legacy tax-software export so you can spot mismatches and be ready for Form 8949 filing.

Core Features & Use Cases

  • 1099-DA normalization: Converts your 1099-DA rows into a canonical schema for consistent downstream checks.
  • Cost basis + holding period resolution: Infers missing cost basis and determines short-term vs long-term holding periods when possible.
  • Reconciliation audit (optional): Compares normalized 1099-DA dispositions against Kraken API dispositions (or tax-software rows) and produces an exception table with likely causes and recommended fixes.
  • 8949 readiness outputs: Generates plain-language findings, recommendations, and a readiness checklist designed to make filing decisions easier.

Quick Start

Tell the agent: Review my Kraken Form 1099-DA for tax year 2024 and reconcile it with Kraken API trade history to prepare my Form 8949 readiness report.

Dependency Matrix

Required Modules

None required

Components

scripts

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: 1099-da-tax-reconciler
Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#1099-da-tax-reconciler

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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