Individual skill
kanchi-dividend-us-tax-accounting
Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.
skills/kanchi-dividend-us-tax-accounting/SKILL.md
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- Last checked
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- Repository last updated
- Nov 9, 2026
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SKILL.mdcore · 4,437 bytesSKILL.mdcore · 4,437 bytesagents/openai.yamlasset · 136 bytesreferences/account-location-matrix.mddoc · 1,327 bytesreferences/annual-tax-memo-template.mddoc · 843 bytesreferences/input-schema.mddoc · 1,262 bytesreferences/qualified-dividend-checklist.mddoc · 3,501 bytesrequirements.txtdoc · 70 bytesscripts/build_tax_planning_sheet.pyruns · 6,314 bytesscripts/tests/conftest.pyruns · 154 bytesscripts/tests/test_build_tax_planning_sheet.pyruns · 9,075 bytes
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# Kanchi Dividend Us Tax Accounting
## Overview
Apply a practical US-tax workflow for dividend investors while keeping decisions auditable.
Focus on account placement and classification, not legal/tax advice replacement.
## When to Use
Use this skill when the user needs:
- US dividend tax classification planning (qualified vs ordinary assumptions).
- Holding-period checks before year-end tax planning.
- Account-location decisions for stock/REIT/BDC/MLP income holdings.
- A standardized annual dividend tax memo format.