Which tax forms does the Kymera Tax Optimizer support?

It generates documentation and data structures suitable for Form 8949 (Capital Assets), Schedule D (Gains and Losses), and Form 1040.

What is the default tax extraction rate for Kymera?

The skill uses a 37% safety margin extraction rate designed to cover federal rates, state taxes (such as CA), and provide a buffer for unexpected liabilities.

Can this skill help with tax-loss harvesting?

Yes, it includes a specific 'harvest-losses' capability to identify opportunities within your portfolio to offset realized gains.

Does it track quarterly payment deadlines?

Yes, it manages a standard payment schedule for April 15, June 15, September 15, and January 15 to ensure timely estimated payments.

Kymera Tax Optimizer

Name: Kymera Tax Optimizer
Author: astoreyai

byastoreyai

•

生产力与工作流

Automates quarterly tax planning, extraction calculations, and compliance tracking for algorithmic trading strategies.

The Kymera Tax Optimizer is a specialized financial management tool designed to streamline tax liability planning and regulatory compliance for trading workflows. It automates complex calculations for federal and state taxes using a conservative 37% safety margin, identifies strategic tax-loss harvesting opportunities, and generates year-end projections to prevent underpayment penalties. By integrating directly into your trading environment, it ensures that tax reserves are accurately maintained and that all filing requirements, including Form 8949 and Schedule D, are supported by detailed data extraction.

主要功能

01Automated quarterly federal and state tax calculations with a 37% safety buffer

02Compliance data generation for Form 8949, Schedule D, and Form 1040

031 GitHub stars

04Year-end tax liability projections and comprehensive annual summaries

05Estimated quarterly payment scheduling for Q1 through Q4 deadlines

06Identification of tax-loss harvesting opportunities to minimize capital gains liability

使用场景

01Optimizing portfolio performance through systematic tax-loss harvesting identification

02Processing quarterly P&L to determine and reserve necessary tax extractions

03Projecting annual tax liabilities to inform capital allocation and strategy adjustments

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add astoreyai/claude-skills kymera-tax-optimizer

For use in Claude.ai and ChatGPT

主要功能

01Automated quarterly federal and state tax calculations with a 37% safety buffer

02Compliance data generation for Form 8949, Schedule D, and Form 1040

031 GitHub stars

04Year-end tax liability projections and comprehensive annual summaries

05Estimated quarterly payment scheduling for Q1 through Q4 deadlines

06Identification of tax-loss harvesting opportunities to minimize capital gains liability

使用场景

01Optimizing portfolio performance through systematic tax-loss harvesting identification

02Processing quarterly P&L to determine and reserve necessary tax extractions

03Projecting annual tax liabilities to inform capital allocation and strategy adjustments

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add astoreyai/claude-skills kymera-tax-optimizer

For use in Claude.ai and ChatGPT