Reconcile Form 1099-DA data with crypto tax records for Form 8949 reporting.
npx skills add https://github.com/serenorg/seren-skills --skill tax-serenorg
Please help me install this Agent Skill. Skill: tax Source: https://github.com/serenorg/seren-skills/tree/main/crypto-bullseye-zone/tax Command: npx skills add https://github.com/serenorg/seren-skills --skill tax-serenorg
Reconcile Form 1099-DA data with crypto tax software records to ensure accurate Form 8949 reporting.
Run the full pipeline on your 1099-DA and tax data to produce a reconciliation and Form 8949 readiness report.
High-intent search queries and answers about installing and using this skill.
Crypto tax reconciliation compares your 1099-DA data against crypto tax software records to verify proceeds, cost basis, and gains/losses. It normalizes exchange exports, infers missing cost basis, and outputs an exception list for accurate Form 8949 reporting.
Verifying cost basis and holding periods across multiple wallets requires normalizing 1099-DA data and applying cost-basis inference to fill gaps. This process cross-references exchange exports to ensure accurate gain/loss calculations for Form 8949 reporting.
Yes, the reconciliation workflow supports missing cost-basis inference for cryptocurrency exchange data. It resolves incomplete history by normalizing available 1099-DA data and estimating missing values to produce accurate Form 8949 reporting outputs.
The workflow supports optional SerenDB-backed persistence using a PostgreSQL database via the psycopg dependency. While persistence is optional, it enables end-to-end reconciliation workflows by storing processed 1099-DA and crypto tax records for later auditing.
Mismatched proceeds in Form 8949 reporting often result from unnormalized 1099-DA data or missing cost-basis records across multiple exchanges. Reconciliation identifies these exceptions by comparing exchange exports against tax software records and applying data normalization.
Reconciling 1099-DA data produces a summary report, an exception list of mismatched transactions, and optionally persisted records in SerenDB. These outputs ensure Form 8949 readiness by highlighting discrepancies in proceeds, cost basis, and holding periods.
terraleiloaValidates crypto Form 1099-DA proceeds, cost basis, holding period, and gains/losses before preparing Form 8949; optionally reconciles with Kraken trades.
kayzaaCalculate trade tax implications and generate reports with multiple cost basis methods.
terraleiloaReconcile CARF/DAC8 XML crypto transactions against user records and generate markdown and JSON reports.
terraleiloaReconcile Kraken Form 1099-DA dispositions against trade history for Form 8949.
