Intermediate

Wash Sale Rule Compliance Memo

Identifies disallowed tax losses on stock sales based on the 30-day rule.

Review the following trade history for {ticker_symbol}: Sold {shares} on {sale_date} for a loss of {loss_amount}, and Repurchased {shares} on {repurchase_date}. Determine if this triggers the 'Wash Sale Rule.' If so, calculate the disallowed loss and the adjusted basis of the new shares.

Related Prompts

Tax
Intermediate

Depreciation book vs tax (MACRS/IFRS) schedule tie-out

Compares book depreciation to tax depreciation, identifies differences, and prepares supporting schedules. Useful for both compliance and provision teams.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
84
Tax
Intermediate

Qualified Business Income (QBI) Deduction Tool

Determines the Section 199A deduction for pass-through entities and SSTBs.

GPT-4oClaude 3.5 Sonnet
0
0
49
Tax
Advanced

BEPS Pillar Two readiness: data gap assessment and roadmap

Assesses Pillar Two readiness by identifying required data elements, gaps, owners, and timelines. Useful for multinational tax teams starting compliance planning.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
64