Apply RSU and ESPP tax rules to stock compensation events.
npx skills add https://github.com/Fangyi-Chen/SuperTaxAgent --skill tax-domain-rsu
Please help me install this Agent Skill. Skill: tax-domain-rsu Source: https://github.com/Fangyi-Chen/SuperTaxAgent/tree/main/skills/tax-domain-rsu Command: npx skills add https://github.com/Fangyi-Chen/SuperTaxAgent --skill tax-domain-rsu
RSU and ESPP tax complexities often cause misreporting and missed deductions when stock compensation vests or is sold. This domain consolidates the rules and data flows to properly recognize ordinary income, holding periods, and capital gains.
Apply RSU/ESPP rules to a sample equity transaction and update the tax profile accordingly.
High-intent search queries and answers about installing and using this skill.
RSU and ESPP stock compensation reporting on Form 8949 and Schedule 1 requires separating ordinary income from capital gains. This domain applies specific tax rules to recognize W-2 income, holding periods, and cost basis adjustments accurately.
RSU vesting tax rules require recognizing ordinary income from the vest date and applying holding period tests to determine capital gains treatment. This domain specifies validation checks to ensure cost basis adjustments match W-2 reporting.
Tracking ESPP dispositions involves applying holding period rules to distinguish qualifying and disqualifying dispositions. This domain consolidates data schema guidelines to auto-derive ordinary income and capital gains treatment based on sale dates.
Yes, this domain provides data schema guidance to extend tax-profile.json with RSU and ESPP lots. It specifies fields for vest dates, sale dates, and income amounts to integrate stock compensation data into your tax workflow.
Yes, this domain supports W-2 RSU income integration alongside stock option exercises. It defines integration points within the tax workflow to process equity events across Form 8949, Schedule 1, and related tax profiles.
Limitations in calculating ESPP ordinary income include misreporting missed deductions and incorrect holding period tracking. This domain prevents these by specifying validation checks and calculation guidelines for disqualifying dispositions.
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