Fresh prompt pack

U.S. Tax Season Portfolio Review: 8 AI prompts for investment records

A U.S.-specific pack for organizing portfolio-tax records and questions before speaking with a qualified professional.

Added August 27, 2026 8 copy-ready prompts Library-matched

Copy-ready prompts from U.S. Tax Season Portfolio Review

U.S. Tax Document Intake Checklist

Start here Beginner

Organizes U.S. tax forms, statements, and transaction records before a portfolio tax review with a qualified professional.

Taxes

ID 430

Create a U.S. investment-tax document intake checklist for the specified tax year. Use current IRS instructions and include applicable brokerage, dividend, interest, and digital-asset forms; cost-basis records; realized gains and losses; transfers; donations; and questions for a qualified tax professional. State which items vary by year or taxpayer.

U.S. Brokerage Form 1099-B Reconciliation

Beginner

Helps users compare broker forms with their own trade records before filing.

Taxes

ID 431

Act as a U.S. tax-preparation organizer, not a tax adviser. Using current IRS instructions for the specified tax year, help reconcile my Form 1099-B with my records. Check proceeds, basis, acquisition dates, holding periods, adjustments, missing lots, and every item that a qualified professional should confirm before filing.

U.S. Digital Asset Form 1099-DA Cross-Check

Beginner

Reviews U.S. digital-asset reporting records and the risk of missing or incomplete cost-basis information.

Compliance

ID 432

Using current IRS Form 1099-DA instructions for the specified tax year, help cross-check the form against exchange and wallet records. Review proceeds, dates, transferred assets, missing basis, wallet transfers, and tax-software output. Explain that broker reporting may be incomplete and list issues for a qualified tax professional before filing.

Cost Basis Gap Finder

Medium

Finds missing basis, transfers, splits, reinvestments, and records that can distort taxable gain calculations.

Taxes

ID 433

Review my investment records for possible cost-basis gaps. Ask for the tax jurisdiction and year, then check transferred assets, reinvested distributions, partial sales, wallet transfers, missing acquisition dates, inherited or gifted assets, and discrepancies with broker records. Cite official rules and refer conclusions to a qualified professional.

Tax-Loss Harvesting Decision Aid

Medium

Structures a tax-loss harvesting review while keeping portfolio exposure and replacement risk visible.

Taxes

ID 434

Create an educational tax-loss harvesting decision aid for portfolio summary. Ask for jurisdiction, tax year, and account types. Organize possible loss positions, replacement-exposure trade-offs, timing, holding periods, costs, and portfolio drift. Cite current official rules and label every decision that needs a qualified professional before acting.

U.S. Wash-Sale and Replacement Exposure Watch

Medium

Flags U.S. wash-sale and replacement-exposure questions without making tax or legal conclusions.

Compliance

ID 435

Using current IRS guidance for the specified tax year, build a wash-sale and replacement-exposure checklist for trade list. Review purchases around loss sales, potentially similar securities, retirement-account transactions, and digital-asset questions without assuming the rule applies identically to every asset. Flag all items requiring professional tax judgment.

Estimated Tax Cash Reserve Planner

Medium

Organizes a conservative U.S. cash-reserve discussion for potential taxes on gains, income, and digital-asset transactions.

Taxes

ID 436

Create a U.S. tax cash-reserve worksheet for tax summary. Ask for the tax year, filing context, prior payments, and state, then separate short- and long-term items and list missing data. Use ranges and current official sources, do not claim to calculate the final liability, and prepare the result for review by a qualified tax professional.

U.S. Tax Adviser Question Pack

Pro

Prepares concise questions for a U.S. CPA or tax adviser so the portfolio-tax meeting is focused and productive.

Regulations

ID 437

Create a question pack for meeting a U.S. CPA or tax adviser about my investment portfolio for the specified tax year. Include gains, losses, wash sales, ETF distributions, digital-asset reporting, estimated payments, records, state tax, unresolved assumptions, and documents to bring.

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Includes pack title, description, subcategories, prompt IDs, difficulty, and prompt text.

Prepare an investment portfolio for a U.S. tax review

Investment-tax treatment depends on the tax year, residency, account type, asset, transaction sequence, and available records. Use this pack to organize facts and unresolved questions for a qualified U.S. tax professional, not to invent a filing position.

Gather broker forms, complete trade history, cost-basis records, income and withholding statements, corporate actions, transfers, account types, residency facts, and prior loss carryforwards.
Review realized gains and losses, holding periods, wash-sale and replacement exposure, income classification, cross-account activity, digital-asset questions, and missing documentation separately.
Reconcile results with official records and current IRS guidance for the specified tax year, flag every assumption, and confirm material conclusions with a qualified tax professional.