tax-domain-rsu

Community

RSU/ESPP tax rules for stock compensation.

AuthorFangyi-Chen
Version1.0.0
Installs0

System Documentation

What problem does it solve?

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.

Core Features & Use Cases

  • Domain rules for RSU and ESPP taxation, including holding periods, cost basis, and W-2 reporting.
  • Data schema guidance to extend tax-profile.json with rsu and espp lots, with fields for vest dates, sale dates, and income amounts.
  • Use Case: When RSU vesting occurs, or ESPP dispositions are processed, auto-derive ordinary income and capital gains treatment.

Quick Start

Apply RSU/ESPP rules to a sample equity transaction and update the tax profile accordingly.

Dependency Matrix

Required Modules

None required

Components

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-rsu
Download link: https://github.com/Fangyi-Chen/SuperTaxAgent/archive/main.zip#tax-domain-rsu

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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