espp-stock-sale-entry-freetaxusa
Workflow for entering ESPP stock sales in FreeTaxUSA with unknown acquisition dates and basis adjustments
Best use case
espp-stock-sale-entry-freetaxusa is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Workflow for entering ESPP stock sales in FreeTaxUSA with unknown acquisition dates and basis adjustments
Teams using espp-stock-sale-entry-freetaxusa should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/espp-stock-sale-entry-freetaxusa/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How espp-stock-sale-entry-freetaxusa Compares
| Feature / Agent | espp-stock-sale-entry-freetaxusa | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Workflow for entering ESPP stock sales in FreeTaxUSA with unknown acquisition dates and basis adjustments
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# ESPP Stock Sale Entry in FreeTaxUSA When entering ESPP sales with unknown acquisition dates: (1) Select "Yes" to ESPP question to trigger ESPP-specific flow; (2) Choose "No" for known acquisition date, then select "Various Dates Acquired - One Year or Less" (short-term conservative default); (3) Enter sale proceeds and date; (4) Set cost basis to $0 if no supplemental statement available and W-2 Box 14 shows $0 ESPP income; (5) Select "No" for basis reported unless Box 12 is checked on 1099-B. This preserves the full gain for reporting and avoids understating tax liability.
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