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kanchi-dividend-us-tax-accounting

Classify US dividends and recommend taxable or IRA account placement.

2|Updated Jun 14, 2026
Search Tags:#portfolio management#accounting#tax planning#US tax#dividend tax
One-click install
npx skills add https://github.com/IhsanDanish25/claude-trading-skills --skill kanchi-dividend-us-tax-accounting-ihsandanish25
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: kanchi-dividend-us-tax-accounting
Source: https://github.com/IhsanDanish25/claude-trading-skills/tree/main/skills/kanchi-dividend-us-tax-accounting
Command: npx skills add https://github.com/IhsanDanish25/claude-trading-skills --skill kanchi-dividend-us-tax-accounting-ihsandanish25

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill aids in managing US dividend tax and account-location workflow for Kanchi-style income portfolios, simplifying qualified vs. ordinary dividend classification and tax planning.

Core Features & Use Cases

  • Dividend Tax Classification: Classify dividends as qualified or ordinary, with checks for holding periods.
  • Account Location Recommendations: Provide account placement advice for stock, REIT, BDC, and MLP income holdings.
  • Annual Tax Memo Generation: Create a memo with assumptions, classification summary, and placement actions.

Quick Start

Run the skill with the holding data file to get a tax planning sheet and account recommendations.

Frequently Asked Questions about kanchi-dividend-us-tax-accounting

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

FAQPage Schema
How do I classify qualified vs ordinary dividends for US tax planning?▼

Account placement recommendations advise moving REIT, BDC, and MLP distributions into taxable or IRA accounts based on their specific tax treatment, optimizing the overall portfolio tax efficiency.

What is the best way to manage REIT and BDC distribution treatment for taxable vs IRA accounts?▼

Account placement recommendations advise moving REIT, BDC, and MLP distributions into taxable or IRA accounts based on their specific tax treatment, optimizing the overall portfolio tax efficiency.

How do I generate an annual tax memo for dividend income portfolios?▼

You provide a holding data file containing your portfolio positions, which the Skill processes to output tax planning sheets and account placement recommendations for your income holdings.

What input data is needed to run US dividend tax classification for a portfolio?▼

You provide a holding data file containing your portfolio positions, which the Skill processes to output tax planning sheets and account placement recommendations for your income holdings.

Does this dividend tax planning workflow handle holding period checks for qualified dividends?▼

Yes, the dividend tax classification process includes checks for holding periods to determine if dividends meet the criteria for qualified dividend tax treatment under US tax regulations.

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