Kanchi Dividend Us Tax Accounting

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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.

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SKILL.md

kanchi-dividend-us-tax-accounting

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.

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Kanchi Dividend Us Tax Accounting

Kanchi Dividend Us Tax Accounting

Overview

When to Use

Prerequisites

Guardrails

Workflow

1) Classify each distribution stream

2) Validate holding-period eligibility assumptions

3) Map to reporting fields

4) Build account-location recommendation

5) Produce annual planning memo

Output

Cadence

Multi-Skill Handoff

Resources