Nestwisev3.0.2 · Mar 22, 2026
Add plan details

Draft packet

Tax Guidance Draft

Prepare a tightly-scoped tax draft only when cited authority and captured user facts are both in place.

Setup: Add assets and planning details for personalized guidance.

Start hereIntake

Draft gate

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Blocked

Ready sources

0

Doc matches

0

Intake progress

0%

Sources ready

Blocked

Facts captured

Blocked

Evidence available

Blocked

Open draft packetOpen decision prepOpen workflow laneOpen fact intakeOpen action workspaceOpen readiness

Working recommendation

Draft generation is intentionally blocked until the readiness gate is fully satisfied.

Gate reasons

Source readiness is not fully clear yet. Resolve pending, attention-needed, or offline sources before drafting.
Required intake facts are still missing. Capture all remaining fact responses before drafting.
The current evidence query is not surfacing enough supporting documents to ground a draft.

Draft packet outline

Draft objective

Convert the tax prep packet into a draft that stays anchored to authoritative evidence, captured account facts, and explicit uncertainty.
Target output: A tax-prep packet that helps a future assistant ask the right questions before giving guidance.
Shape the draft as a preparatory tax memo that cites authority, names remaining assumptions, and avoids overstated guidance.

Evidence anchors

No highlighted evidence is currently available for this lane. Resolve the evidence gap before drafting.

Fact anchors

No captured facts are currently available for this draft.

Risk and caveat handling

Source readiness is not fully clear yet. Resolve pending, attention-needed, or offline sources before drafting.
Required intake facts are still missing. Capture all remaining fact responses before drafting.
The current evidence query is not surfacing enough supporting documents to ground a draft.

Guardrails

Review IRS primary-source readiness before relying on any interpretation.
Confirm which chunk-level evidence supports gains, losses, holding periods, and retirement topics.
Separate authoritative evidence from facts that still require direct user intake.
IRS sources should lead the packet before any derived recommendations.
Chunk citations should be used to support each planned tax topic.
Do not generate tax conclusions until missing user facts are collected.
Use the packet to define questions, not to hallucinate advice.

Next moves

Capture the remaining facts in the linked intake surface.
Improve workflow source readiness before trusting downstream packet generation.

Evidence highlights

No highlighted evidence is currently available for this draft.

Supporting documents

Instructions for Schedule D (Form 1040)

Instructions for Schedule D (Form 1040)

Open

Publication 550, Investment Income and Expenses

Publication 550, Investment Income and Expenses

Open

Retirement Benefits

Retirement Benefits

Open

Retirement Plan and IRA Required Minimum Distributions FAQs

Retirement Plan and IRA Required Minimum Distributions FAQs

Open

Captured facts

No captured facts are available for this draft yet.

Open questions

Actual holdings, lots, and holding periods.
Account types and retirement distribution context.
Realized gains/losses, wash sale exposure, and tax bracket facts.

Linked workflow questions

Which primary IRS sources are ready for capital gains, loss, and holding-period analysis?
What retirement-distribution guidance is already in the corpus?
Where would a future tax assistant need to ask for missing user facts before giving guidance?