# regulatory-reporting

Prepares cryptocurrency trade data for IRS Form 8949 and Schedule D line items. Helps organize taxable dispositions before handing records to an accountant.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 420 installs · ★ 443
- Author: agipro
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/agiprolabs/claude-trading-skills/tree/HEAD/skills/regulatory-reporting/SKILL.md
- Updated: 2026-09-03
- HTML: https://affpapa.org/en/nevibecode/skills/agipro-regulatory-reporting

## What it does

This skill is currently a stub in version 0.1.0. It provides the `scripts/form_8949_generator.py` script to classify transactions as short-term or long-term around the 365-day mark. The built-in demo mode runs directly on standard Python with zero external packages.

Planned capabilities include PDF generation for IRS Form 8949 and Schedule D, as well as tracking the $10,000 threshold for FinCEN FBAR and Form 8300 obligations. Full PDF exporting will require `pandas` and `reportlab`.

Never submit these generated tables directly to tax authorities. The calculation code has not been validated against official tax regulations, making professional CPA review mandatory before filing.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add agiprolabs/claude-trading-skills --skill regulatory-reporting -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/regulatory-reporting/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/regulatory-reporting/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add agiprolabs/claude-trading-skills --skill regulatory-reporting -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/regulatory-reporting/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add agiprolabs/claude-trading-skills --skill regulatory-reporting -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/regulatory-reporting/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install agiprolabs/claude-trading-skills regulatory-reporting
```

2. **Manually: put the files in place**
- File: `.github/skills/regulatory-reporting/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add agiprolabs/claude-trading-skills --skill regulatory-reporting -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/agiprolabs/claude-trading-skills --path skills/regulatory-reporting
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/regulatory-reporting/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add agiprolabs/claude-trading-skills --skill regulatory-reporting -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/agiprolabs/claude-trading-skills/tree/HEAD/skills/regulatory-reporting/SKILL.md

## When to use it
- Separate crypto transactions into short-term and long-term holdings
- Compute capital gains or losses per asset trade
- Produce basic IRS Form 8949 line entries from raw trade history
- Structure crypto disposal logs for review by a CPA

## Example prompts
- Calculate capital gain and holding duration for 10 SOL bought in January and sold in August.
- Generate Form 8949 line items from my trade history using scripts/form_8949_generator.py.
- Run the tax reporting script in demo mode with sample transactions.

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 1fa3ed50f79c0d05.

BEGIN THIRD-PARTY FILE 1fa3ed50f79c0d05
```text
---
name: regulatory-reporting
description: "[STUB] Regulatory report generation including IRS Form 8949, Schedule D, FinCEN FBAR, and state-specific crypto reporting requirements"
license: MIT
metadata:
  author: agipro
  version: "0.1.0"
  category: trading
---

# Regulatory Reporting

> **STATUS: STUB** — This skill outlines planned capabilities for crypto tax and regulatory reporting. All generated output must be reviewed by a qualified tax professional before filing. Nothing in this skill constitutes tax or legal advice.

## Overview

Track and generate required regulatory reports for cryptocurrency trading activity. Covers U.S. federal forms (IRS Form 8949, Schedule D), FinCEN foreign account reporting (FBAR), state-specific crypto obligations, large-transaction flagging, and deadline tracking.

Crypto tax reporting is complex and evolving. Rules change frequently, cost-basis methods vary by jurisdiction, and DeFi activities (swaps, LP positions, airdrops, staking rewards) have ambiguous treatment under current guidance. This skill provides a structured framework for organizing trade data into the formats regulators expect — but a tax professional must validate every filing.

## Disclaimer

> **WARNING**: This skill is for informational and educational purposes only. It does NOT constitute tax, legal, or financial advice. Cryptocurrency tax law is complex, jurisdiction-specific, and rapidly evolving. You MUST consult a qualified tax professional (CPA, EA, or tax attorney with crypto expertise) before relying on any output from this skill for actual tax filings. Errors in tax reporting can result in penalties, interest, and legal consequences. The authors accept no liability for any use of this material.

## Current Status

This is a **STUB** skill. The code and references provided are starting points that demonstrate data structures and basic calculations. They have NOT been validated against current IRS guidance or any state tax authority requirements.

### What Exists Now

- Basic Form 8949 line-item generation from trade data (see `scripts/form_8949_generator.py`)
- Regulatory requirements overview (see `references/planned_features.md`)
- Demo mode with sample trade data

### What Is Planned

- Complete IRS Form 8949 and Schedule D PDF generation
- FinCEN FBAR generation when foreign exchange accounts exceed $10,000
- State-specific reporting requirement detection and templates
- Reporting threshold tracking and deadline calendar
- Large transaction flagging ($10,000+ cash-equivalent transactions)
- Foreign account reporting requirements (FATCA Form 8938)
- Wash sale detection and adjustment (where applicable)
- Cost-basis method selection (FIFO, LIFO, Specific ID, HIFO)
- DeFi-specific event classification (swaps, LP entry/exit, staking, airdrops)
```
END THIRD-PARTY FILE 1fa3ed50f79c0d05

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First 2811 of 9137 bytes. © agipro · MIT · https://github.com/agiprolabs/claude-trading-skills/tree/HEAD/skills/regulatory-reporting/SKILL.md

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