Kanchi Dividend Us Tax Accounting
tradermonty/claude-trading-skillsDividend investors face complex US tax rules. Qualified dividends get lower tax rates than ordinary dividends. This tool helps you classify each dividend stream correctly. It checks holding periods and matches assets to the right account type. Use it to plan where to place stocks, REITs, or BDCs for tax efficiency.
The workflow creates a clear tax memo with assumptions and risks. It also produces a table of account-location recommendations. You can share this with your tax professional for final review. No legal or tax advice is given here. This is only planning support.
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