2026-taxable-events.md
markdown
sha256:c2dbf04d56308f3bbf2d06e6d2eb022b8948b1e827195fe525a44e5e18d5f9c0
feat(auth): Phase B Connect cloud agent (RFC 8628) + Hermes…
Human
minor
⚠ breaking
12 days ago
title: Taxable events tracker — 2026 project: finance-template tags:
- tax
- compliance
- 2026 date: 2026-04-07
Taxable events tracker — 2026
Preparer: Self / CPA TBD | Jurisdiction: Template (replace with your country/state rules)
Legend
- Status:
needs_docs|ready|filed - Amounts go in your ledger; here we track categories and open items only.
Events (sample rows)
| Date | Type | Asset | Amount (fiat est.) | Status | Notes |
|---|---|---|---|---|---|
| 2026-01-15 | Sell | BTC | — | needs_docs | Await 1099-B correction from exchange |
| 2026-02-03 | Staking reward | ETH | — | ready | Fair market value at receipt time |
| 2026-03-20 | Swap | ICP → USDC | — | needs_docs | Capture tx hashes in transactions/ |
Open items
- Confirm wash sale rules applicability for crypto per current year guidance in your jurisdiction.
- Gather gift letter for transfer received March 1 (not income if true gift—CPA to confirm).
Filing checklist
- [ ] All
transactions/notes for 2026 taggedtax - [ ] Charitable contributions receipts uploaded to secure folder
- [ ] Estimated payments scheduled if Q1 liability exceeds safe harbor
Update this note within one week of any material trade or airdrop claim.
File History
1 commit
sha256:93bcf8f9bd56d8c5b9339f4ec73b9ebd66571398d56262d38eedc2cfa9db9882
fix(test): align Band B landing assertion with desktop MCP …
Human
12 days ago