2026-taxable-events.md
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feat(calendar): enforce agent context tiers in retrieval AP…
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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
2 commits
sha256:65ccb454656ea5acdea0a10e559b78bcde1eb6ff753ecc2911bc99d1c3d7cadd
feat(calendar): enforce agent context tiers in retrieval AP…
Human
minor
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1 day ago
sha256:9103f98c89257ed2b01c237cea895dabb3e85ea337dccb1161c175e4422355b6
docs: accept Calendar Events v0 spec with Phase 0 security …
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1 day ago