regulatory-reporting

Generate IRS Form 8949 and Schedule D summaries from CSV trade data using FIFO cost-basis accounting.

266|54|Updated Mar 11, 2026
One-click install
npx skills add https://github.com/agiprolabs/claude-trading-skills --skill regulatory-reporting
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: regulatory-reporting
Source: https://github.com/agiprolabs/claude-trading-skills/tree/main/skills/regulatory-reporting
Command: npx skills add https://github.com/agiprolabs/claude-trading-skills --skill regulatory-reporting

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill helps users navigate the complex landscape of cryptocurrency tax and regulatory reporting by generating necessary forms and reports.

Core Features & Use Cases

  • Form 8949 Generation: Creates line-item reports for IRS Form 8949 from trade data.
  • Schedule D Summary: Aggregates gains and losses for Schedule D.
  • FBAR & FATCA Planning: Provides frameworks for tracking foreign account reporting requirements.
  • Use Case: At year-end, you can feed your crypto trade history into this skill to generate the required data for IRS Form 8949 and Schedule D, simplifying your tax preparation process.

Quick Start

Run the demo script to see how Form 8949 line items are generated from sample trade data.

Frequently Asked Questions about regulatory-reporting

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

FAQPage Schema
How do I generate IRS Form 8949 for cryptocurrency transactions?

Generate IRS Form 8949 for cryptocurrency transactions by parsing your trade history from CSV files. The skill calculates dispositions using FIFO cost-basis accounting to produce line-item reports for U.S. federal tax reporting.

Can I calculate crypto cost basis using FIFO accounting from a CSV file?

Yes, you can calculate crypto cost basis using FIFO accounting by importing your CSV trade data. The skill processes the transaction history to determine cost basis and generate gains and losses summaries.

What is the best way to prepare a Schedule D summary from crypto trade data?

The best way to prepare a Schedule D summary from crypto trade data is to use a dedicated tax reporting tool that aggregates line-item gains and losses. This skill aggregates your calculated dispositions into the required Schedule D format.

Does this crypto tax reporting tool support FBAR and FATCA planning?

Yes, this crypto tax reporting tool supports FBAR and FATCA planning. It provides frameworks for tracking foreign account reporting requirements alongside generating your IRS Form 8949 and Schedule D.

Can I test crypto tax reporting logic before importing my full transaction history?

Yes, you can test crypto tax reporting logic before importing your full transaction history by using the included demo mode. The demo script shows how Form 8949 line items are generated from sample trade data.

Do I need a specific CSV format to generate Form 8949 for digital asset dispositions?

You need a CSV file containing your cryptocurrency trade history to generate Form 8949 for digital asset dispositions. The skill parses this CSV data to apply FIFO cost-basis accounting and output the required IRS reports.