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

Reasonable Compensation Study for S-Corps

Drafts a justification for S-Corp officer wages to prevent IRS reclassification of distributions.

GPT-4oClaude 3.5 Sonnet
0
0
91
Tax
Intermediate

Sales tax nexus exposure screen and data needs (US-style)

Performs an initial nexus exposure screen using sales by state and activity indicators, and produces a data request list. Useful for SALT teams and growing e-commerce businesses.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
96
Tax
Intermediate

Tax research memo template (issue, facts, analysis, conclusion)

Produces a structured tax research memo with clear issue framing, facts, analysis, and conclusion placeholders. Useful for staff and seniors standardizing technical writing quality.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
95