1099-da-tax-reconciler

Reconcile Kraken Form 1099-DA dispositions against trade history for Form 8949.

2|Updated Feb 25, 2026
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill 1099-da-tax-reconciler
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 1099-da-tax-reconciler
Source: https://github.com/terraleiloa/seren-skills/tree/main/kraken/1099-da-tax-reconciler
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill 1099-da-tax-reconciler

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

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.

Frequently Asked Questions about 1099-da-tax-reconciler

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I reconcile my Kraken 1099-DA dispositions with trade history for Form 8949?

To reconcile Kraken 1099-DA dispositions for Form 8949, normalize 1099-DA rows into a canonical schema and compare them against Kraken API trade history to validate proceeds, cost basis, and holding periods. This process identifies mismatches and generates an exception-focused readiness checklist.

What is cost basis resolution for missing 1099-DA fields?

Cost basis resolution for 1099-DA fields is the process of inferring missing cost basis data and determining short-term versus long-term holding periods from available trade history. This ensures accurate gain and loss calculations for Form 8949 tax filing preparation.

Can I compare Kraken 1099-DA data against a legacy tax software export?

Yes, you can compare normalized Kraken 1099-DA dispositions against a legacy tax-software export instead of raw API trade history. The reconciliation produces an exception table with likely causes and recommended fixes for any detected mismatches.

How do I prepare a Form 8949 readiness report from Kraken 1099-DA data?

Preparing a Form 8949 readiness report from Kraken 1099-DA data involves normalizing inputs, resolving missing cost basis and holding periods, and generating plain-language findings with recommendations. This structured output makes filing decisions easier and highlights exceptions.

Does 1099-DA tax reconciliation persist structured results via MCP SQL?

Yes, 1099-DA tax reconciliation persists structured results via MCP SQL. This allows normalized disposition data and audit summaries to be stored for later retrieval, ensuring continuous tracking of cost basis and gains throughout the specified tax year review process.