kanchi-dividend-us-tax-accountinglisted

# 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. ## Prerequisites Prepare holding-level inputs: - `ticker` - `instrument_type` - `account_type` - `hold_days_in_window` (if available) Use the exact JSON contract and examples in `references/input-schema.md`. For deterministic output artifacts, provide JSON input and run: ```bash python3 skills/kanchi-dividend-us-tax-accounting/scripts/build_tax_planning_sheet.py \ --input /path/to/tax_input.json \ --output-dir reports/ ``` ## Guardrails Always state this clearly: tax outcomes depend on individual facts and jurisdiction. Treat this skill as planning support, then escalate final filing decisions to a tax professional. ## Workflow ### 1) Classify each distribution stream For each holding, classify expected cash flow into: - Potential qualified dividend. - Ordinary dividend/non-qualified distribution. - REIT/BDC-specific distribution components where applicable. Use `references/qualified-dividend-checklist.md` for holding-period and classification