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Fangyi-Chen
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tax-domain-harvest

Identify wash sale events and compute capital loss carryovers from 1099-B data across taxable and IRA accounts.

12|3|Updated Apr 13, 2026
Search Tags:#form-8949#tax-loss-harvesting#schedule-d#capital-loss#wash-sales#1099-b#basis-adjustment
One-click install
npx skills add https://github.com/Fangyi-Chen/SuperTaxAgent --skill tax-domain-harvest
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tax-domain-harvest
Source: https://github.com/Fangyi-Chen/SuperTaxAgent/tree/main/skills/tax-domain-harvest
Command: npx skills add https://github.com/Fangyi-Chen/SuperTaxAgent --skill tax-domain-harvest

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Tax-loss harvesting and wash sale rules can be complex, and misapplication may lead to disallowed losses or incorrect carryforwards. This domain skill clarifies how wash-sale rules interact with multiple accounts and form reporting, enabling correct decision-making and accurate tax reporting.

Core Features & Use Cases

  • Identify wash sale events across taxable and retirement accounts and flag disallowed losses.
  • Provide data structures and calculation steps for Form 8949, Schedule D, and 1040 reporting, including basis adjustments and holding period tacking.
  • Offer scenario-based guidance for carryforwards and capital loss limits to maximize deductions.

Quick Start

Help me apply wash-sale rules to my 1099-B and prepare all required Form 8949 entries.

Frequently Asked Questions about tax-domain-harvest

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

FAQPage Schema
How do I calculate wash sale adjustments across multiple accounts for Form 8949?▼

To calculate wash sale adjustments across multiple accounts, apply IRS rules to disallowed losses from taxable and IRA accounts, adjust the cost basis, and generate the required Form 8949 entries from your 1099-B data.

How do I prepare Form 8949 and Schedule D entries from a 1099-B?▼

You can prepare Form 8949 and Schedule D entries by inputting structured 1099-B details, including sale dates, proceeds, cost basis, and Box 1g wash sale amounts, to calculate required basis adjustments and holding period tacks.

Do wash sale rules apply if I repurchase the same security in my IRA?▼

Yes, wash sale rules apply to IRA repurchases. Identifying wash sale events across taxable and retirement accounts flags disallowed losses and prevents claiming the tax deduction for that specific capital loss.

What is the best way to track capital loss carryforwards and annual deduction limits?▼

The best way to track capital loss carryforwards is through scenario-based guidance that applies IRS capital loss limits, maximizing your deductions while maintaining current rules for accurate multi-year tax reporting.

How does a wash sale affect my cost basis and holding period for the replacement shares?▼

A wash sale affects replacement shares by triggering a basis adjustment that adds the disallowed loss to the new cost basis, while also tacking on the holding period of the original sold shares.

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