Nestwisev3.0.2 · Mar 22, 2026
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Research page

Tax Workbench

Turn IRS and retirement evidence into a tax-aware research lane for gains, losses, holding periods, and planning questions. Use this page when you want to see the source trail behind a topic before trusting an answer.

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What this research page covers

Search focus

capital gains tax loss harvesting retirement distributions

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What to do next

Prioritize IRS primary sources with ready status before layering interpretation workflows.
Use the research search lane to pull chunk-level evidence for gains, losses, and retirement questions.
Prepare future user-fact intake around holding periods, lot history, and retirement account context.

Questions this research is helping answer

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?

Linked company or account

This research page is organized by topic instead of a single company or account.

Source list

Topic No. 409, Capital Gains and Losses

Tax · Regulatory

Pending

Capital gain treatment, rates, holding outcomes, and high-level loss rules.

Publication 550, Investment Income and Expenses

Tax · Reference

Pending

Investment income, capital gains and losses, holding periods, special rates, and trader rules.

Instructions for Schedule D (Form 1040)

Tax · Reference

Pending

Filing logic for gains, losses, worksheets, and special capital gain tax treatment.

Retirement Plan and IRA Required Minimum Distributions FAQs

Retirement · Regulatory

Pending

RMD rules for retirement planning and withdrawal sequencing.

Retirement Benefits

Retirement · Reference

Pending

Official Social Security retirement benefit rules and planning inputs.

Helpful source excerpts

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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