File contents Kymera Tax Optimizer
Manages quarterly tax planning and extraction for the trading strategy. Ensures tax compliance and optimizes extraction timing.
Capabilities
Quarterly Tax Calculation : Federal + state tax calculationTax Extraction : 37% safety margin extraction to reserveTax-Loss Harvesting : Identify harvesting opportunitiesAnnual Projections : Project year-end tax liabilityPayment Scheduling : Estimated quarterly payment scheduleCompliance Tracking : Filing requirement tracking
Use Cases
Process Quarterly P&L
/kymera-tax-optimizer quarter Q1
Project Annual Tax
/kymera-tax-optimizer project-annual
Tax-Loss Harvesting
/kymera-tax-optimizer harvest-losses
Annual Summary
/kymera-tax-optimizer annual-summary
Key Parameters
Extraction Rate : 37% safety margin
Covers federal taxes (up to 37%)
Covers state taxes (e.g., 5% CA)
Safety buffer for unexpected liability
Payment Schedule :
Q1: April 15
Q2: June 15
Q3: September 15
Q4: January 15 (next year)
Tax Categories
Short-term gains (<1 year): Ordinary income ratesLong-term gains (≥1 year): Preferential rates (15%)Net Investment Income Tax (NIIT): 3.8% on excess over $200kState taxes : Varies by state (5% for CA)
Integration
Works with:
Portfolio and MR trading systems
Risk adjuster
Unified dashboard
Annual planning
Compliance
Generates documents for:
Form 8949 (Sales of Capital Assets)
Schedule D (Capital Gains and Losses)
Form 1040 (Income Tax Return)
Quarterly estimated payments
Author
Aaron Storey | Kymera Strategy (Nov 2025)
1 --- 2 name: kymera-tax-optimizer 3 description: Kymera Tax Optimizer 4 --- 5 # Kymera Tax Optimizer 6 7 Manages quarterly tax planning and extraction for the trading strategy. Ensures tax compliance and optimizes extraction timing. 8 9 ## Capabilities 10 11 - **Quarterly Tax Calculation**: Federal + state tax calculation 12 - **Tax Extraction**: 37% safety margin extraction to reserve 13 - **Tax-Loss Harvesting**: Identify harvesting opportunities 14 - **Annual Projections**: Project year-end tax liability 15 - **Payment Scheduling**: Estimated quarterly payment schedule 16 - **Compliance Tracking**: Filing requirement tracking 17 18 ## Use Cases 19 20 1. **Process Quarterly P&L** 21 ``` 22 /kymera-tax-optimizer quarter Q1 23 ``` 24 25 2. **Project Annual Tax** 26 ``` 27 /kymera-tax-optimizer project-annual 28 ``` 29 30 3. **Tax-Loss Harvesting** 31 ``` 32 /kymera-tax-optimizer harvest-losses 33 ``` 34 35 4. **Annual Summary** 36 ``` 37 /kymera-tax-optimizer annual-summary 38 ``` 39 40 ## Key Parameters 41 42 **Extraction Rate**: 37% safety margin 43 - Covers federal taxes (up to 37%) 44 - Covers state taxes (e.g., 5% CA) 45 - Safety buffer for unexpected liability 46 47 **Payment Schedule**: 48 - Q1: April 15 49 - Q2: June 15 50 - Q3: September 15 51 - Q4: January 15 (next year) 52 53 ## Tax Categories 54 55 - **Short-term gains** (<1 year): Ordinary income rates 56 - **Long-term gains** (≥1 year): Preferential rates (15%) 57 - **Net Investment Income Tax** (NIIT): 3.8% on excess over $200k 58 - **State taxes**: Varies by state (5% for CA) 59 60 ## Integration 61 62 Works with: 63 - Portfolio and MR trading systems 64 - Risk adjuster 65 - Unified dashboard 66 - Annual planning 67 68 ## Compliance 69 70 Generates documents for: 71 - Form 8949 (Sales of Capital Assets) 72 - Schedule D (Capital Gains and Losses) 73 - Form 1040 (Income Tax Return) 74 - Quarterly estimated payments 75 76 ## Author 77 78 Aaron Storey | Kymera Strategy (Nov 2025)
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Frequently asked questions How do I install the Kymera Tax Optimizer skill? Run npx skillmds@latest add astoreyai/kymera-tax-optimizer in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.
What does the Kymera Tax Optimizer skill do? Kymera Tax Optimizer It is listed under Coding & Dev Tools on SkillMD.
Is Kymera Tax Optimizer safe to use? This skill has not completed SkillMD's automated safety review yet. Capability flags: docs only. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.
Which AI agents work with Kymera Tax Optimizer? This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.
Is Kymera Tax Optimizer free to use? Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.
Who published Kymera Tax Optimizer? astoreyai (@astoreyai) published this skill. Their other Agent Skills are listed on their SkillMD profile.
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