tax-domain-harvest
CommunityTax-loss harvesting rules for wash sales.
Finance & Accounting#form-8949#tax-loss-harvesting#schedule-d#capital-loss#wash-sales#1099-b#basis-adjustment
AuthorFangyi-Chen
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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: tax-domain-harvest Download link: https://github.com/Fangyi-Chen/SuperTaxAgent/archive/main.zip#tax-domain-harvest Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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